Account Type******* ****Account Owner*** ****Account Opps/Deals***** *****Closed Won • Oct 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
Michael CoffmanOperations Financial ManagerView Profile, michael coffmanVicki CarlsonFinancial ControllerView Profile, vicki carlsonMatthew MuliadiFinance DirectorView Profile, matthew muliadi