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 IncRegistered Representative / Financial ProfessionalJan 12 - Present
Pia BautistaFinancial Security AdvisorView Profile, pia bautistaCarl RobertsInvestment OfficerView Profile, carl robertsGabriel CGestor De CobrosView Profile, gabriel c