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 adviser representativesOct 14 - PresentBeneficial Financial GroupInternshipSep 14- Dec 14
Yasmin Indira SariFinance ARView Profile, yasmin indira sariBruno HaberthurPensionarView Profile, bruno haberthürGemma GrantExecutive Assistant FinanceView Profile, gemma grant