Account Type******* ******Account Owner*** ********Account Opps/Deals*** ******Closed Won • Feb 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 Advisor RepresentativeMar 10 - PresentThe Preston PartnershipProject ManagerMar 05- Aug 07
Michael CarlFinancial ControllerView Profile, Michael CarlAndreas HartmannBoard Member Trustee Technology OfficerView Profile, Andreas HartmannVincent TanDigital Audit Senior ManagerView Profile, Vincent Tan