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 RepresentativeJul 12- Aug 17New England FinancialAdvisor Intern and Financial AdvisorJan 09- Oct 10Morgan StanleyRegistered Client Service AssistantOct 00- May 03
Kelli LuacesOperational Finance ManagerView Profile, Kelli LuacesNicholas HillFinance Manager Financial Data ReportingView Profile, Nicholas HillEunice AAVP Senior AuditorView Profile, Eunice A