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 RepresentativeJan 12 - PresentAxianta Financial PartnersRecruiter and AgentDec 07 - Present
Rebecca SmithFinance Manager USView Profile, Rebecca SmithQuinn HarronGrowth Equity Investor Healthcare TeamView Profile, Quinn HarronOreen DavidRisk ManagerView Profile, Oreen David