Account Type*** ********Account Owner******* ******Account Opps/Deals****** ***Closed Won • Dec 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 IncInvestment Advisor Represenative Jan 16 - PresentTransamerica Agency NetworkAgency DirectorJan 16 - PresentAigSenior Agency DirectorMay 07 - Present
Amit ShofarInvestment DirectorView Profile, amit shofarNicole GritzFinancial Reporting AnalystView Profile, nicole gritzDavid HaireUBS Premier Markets Access Financial AdvisorView Profile, david haire