Account Type****** *****Account Owner*** ******Account Opps/Deals***** *****Closed Won • Feb 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Croak CapitalWealth ManagerDec 21 - PresentSelf EmployedEntrepreneur/ RestaurantJun 16 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 15- Dec 21
Aaron BrownInvestment TeamView Profile, Aaron BrownRachel OrandHead Of Internal Audit Risk ManagementView Profile, Rachel OrandMkinzi SimpsonReconciliation SpecialistView Profile, Mkinzi Simpson