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 Advisors Representative and Registered RepresentativeJan 12 - PresentChampion Management CompanyRegistered RepresentativeJul 08- Jan 12
Carlota Betancor OjedaInvestment DepartmentView Profile, Carlota Betancor OjedaMariah BaldazoBusiness AnalystView Profile, Mariah BaldazoJoe FishFinancial Planning AssistantView Profile, Joe Fish