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 IncRegistered Representative / Financial ProfessionalJan 12 - Present
Rebecca SullivanAsset ManagerView Profile, Rebecca SullivanDebora ColellaImpiegato ContabilitaView Profile, Debora ColellaDaniel McmillanTax PartnerView Profile, Daniel Mcmillan