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 IncInvestment Advisor RepresentativeJul 12- Aug 17New England FinancialAdvisor Intern and Financial AdvisorJan 09- Oct 10Morgan StanleyRegistered Client Service AssistantOct 00- May 03
Ezra CoxAccounting ManagerView Profile, ezra coxClaudia CampbellSenior Asset ManagerView Profile, claudia campbellLindsey CallisonAccounting ManagerView Profile, lindsey callison