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 RepresentativeJan 12 - PresentAxianta Financial PartnersRecruiter and AgentDec 07 - Present
Sean TrumbullCFOView Profile, sean trumbullPhillip LamControllerView Profile, phillip lamStephanie YapFinance ManagerView Profile, stephanie yap