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 adviser representativesOct 14 - PresentBeneficial Financial GroupInternshipSep 14- Dec 14
Patrick OSalesforce Business AnalystView Profile, Patrick OTimothy CheahInvestment AssociateView Profile, Timothy CheahIzzy PeltonFinancial Loan OfficierView Profile, Izzy Pelton