Account Type*** ***Account Owner***** *****Account Opps/Deals**** *******Closed Won • Dec 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncBranch Office Supervisor / Investment Advisor RepresentativeJan 12 - Present
Athena ChangSenior Equity AnalystView Profile, athena changAnnie Fan (樊晏)Finance ManagerView Profile, annie fan (樊晏)Kate GrattoFinancial ControllerView Profile, kate gratto