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 IncBranch Office Supervisor and Investment Advisor RepresentativeJan 12 - Present
Tamar ZemachAssociate Director Finance Costing PortfolioView Profile, Tamar ZemachDavid PageFP A ManagerView Profile, David PageHaytham MahameedAccountantView Profile, Haytham Mahameed