Account Type*** ******Account Owner**** ********Account Opps/Deals****** *******Closed Won • Nov 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 IncInvestment Advisor RepresentativeMar 10 - PresentThe Preston PartnershipProject ManagerMar 05- Aug 07
Jeh MoryInvestment AnalystView Profile, jeh moryDonall OlearyInvestment Banking AssociateView Profile, donall o'learyAlexia SheaFinancial AdvisorView Profile, alexia shea