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 IncFinancial Planner ✮ Retirement Financial Advisor & Speaker ✮ Estate Planning ExpertJan 13 - PresentThe Society For Financial AwarenessLos Angeles County Chapter PresidentJul 10 - PresentZahorik Financial And Insurance ServicesInvestment Advisor Representative at Transamerica Financial Advisors, Inc.Jan 13 - Present
Priscilla NzessiController Head Of AccountingView Profile, Priscilla NzessiPhilip DengFinancial ControllerView Profile, Philip DengKarina ChanFinance Business PartnerView Profile, Karina Chan