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
TransamericaMillion Dollar Roundtable MemberJan 19 - PresentTransamerica Agency NetworkFinancial AdvisorMay 22 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJul 15 - Present
Karine TraviesoMemberView Profile, Karine TraviesoJonathan WilliamsMI ConsultantView Profile, Jonathan WilliamsStephen MilowMaster PlumberView Profile, Stephen Milow