Account Type**** *****Account Owner******** *******Account Opps/Deals******** ******Closed Won • Jan 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 IncBranch Office Supervisor and Investment Advisor RepresentativeJan 12 - PresentWorld Financial Group WfgExecutive Marketing DirectorJun 98 - Present
David KayVP Of FinanceView Profile, David KayTara SpadoniICAP Accounting ManagerView Profile, Tara SpadoniG ChenAssociateView Profile, G Chen