Account Type***** *****Account Owner*** *******Account Opps/Deals******** *****Closed Won • Jan 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncInvestment Advisor Representative & Branch Office SupervisorJan 12 - Present
Cory DouglasInside BrokerView Profile, Cory DouglasVictoria KirbyBusiness Office Assistant Accounts PayableView Profile, Victoria KirbyJerry Oh Jie YiBusiness And Integration Arch Analyst TAPView Profile, Jerry Oh Jie Yi