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 RepresentativeJan 12 - PresentThemoneybooksEducatorJan 20 - Present
Casey LewisBusiness AnalystView Profile, Casey LewisJiayi ZhengAudit TraineeView Profile, Jiayi ZhengEmile Jules Cesar GribinguiFinance DepartmentView Profile, Emile Jules Cesar Gribingui