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
Croak CapitalWealth ManagerDec 21 - PresentSelf EmployedEntrepreneur/ RestaurantJun 16 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 15- Dec 21
Joel SpringerController Accounting And OnboardingView Profile, Joel SpringerFrank OreillySenior Manager DC PensionsView Profile, Frank OreillyKen ChiuFinance And AccountingView Profile, Ken Chiu