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
Croak CapitalWealth ManagerDec 21 - PresentSelf EmployedEntrepreneur/ RestaurantJun 16 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 15- Dec 21
Jennifer WuFinanceView Profile, jennifer wuJeff ReindlInvestment Advisor RepresentativeView Profile, jeff reindlAjay GurungFund AccountantView Profile, ajay gurung