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 IncBranch Office Supervisor and Investment Advisor RepresentativeJan 12 - PresentWorld Financial Group WfgExecutive Marketing DirectorJun 98 - Present
Claudia TezelBusiness Controller Ventures New BusinessView Profile, claudia tezelNathan BohnDirector Of Finance And AccountingView Profile, nathan bohnSeamus KerwinManager Private Equity ClientsView Profile, seamus kerwin