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 IncInvestment Advisor RepresentativeMar 10 - PresentThe Preston PartnershipProject ManagerMar 05- Aug 07
Madison SmithwoodAssociate Director Global Private FinanceView Profile, madison smithwoodMichael HarrisSenior Investment AssociateView Profile, michael harrisCorbin BielefeldtAccounting SupervisorView Profile, corbin bielefeldt