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 Advisory RepresentativeJan 12 - PresentSinclair Community CollegeStudentSep 05- Aug 08
Paul RoeDemobilising And DefusingView Profile, Paul RoeTre HumesFinancial AnalystView Profile, Tre HumesOmri ZuckersteinSenior Tax ManagerView Profile, Omri Zuckerstein