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 Advisor Represenative Jan 16 - PresentTransamerica Agency NetworkAgency DirectorJan 16 - PresentAigSenior Agency DirectorMay 07 - Present
Kendrew LauDirector Of FinanceView Profile, Kendrew LauJose RomeroFinancial Services ConsultantView Profile, Jose RomeroShankar AroraDirector Corporate Credit CitiView Profile, Shankar Arora