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 Representative at Transamerica Financial Advisors, Inc.Jan 12 - Present
Gregg MillerBusiness AnalystView Profile, Gregg MillerDanielle SteinPublic Finance AnalystView Profile, Danielle SteinDanielle Grand PreDigital Banking RepresentativeView Profile, Danielle Grand Pre