Account Type******** *******Account Owner******* ****Account Opps/Deals***** ********Closed Won • Mar 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 IncRegistered RepresentativeSep 13 - PresentWorld Financial Group WfgSenior Marketing DirectorAug 15 - PresentHsbcBanking ExecutiveJan 90- Dec 03