Account Type***** *******Account Owner******* *******Account Opps/Deals****** *******Closed Won • Nov 24****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 with Transamerica Financial Advisors, IncJan 12 - PresentWorld Financial Group WfgExecutive Marketing DirectorJul 03 - Present
Stefano BonatoMember InvestorView Profile, stefano bonatoAllanah BaxterAssistant Financial AnalystView Profile, allanah baxterJulie PalmaConcessions Night AuditorView Profile, julie palma