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 IncBranch Office Supervisor, Investment Advisor Representative & Registered Representative Jun 12 - PresentChampion Management CompanyRegistered RepresentativeJan 09- Jan 12EnterpriseManagementAug 04- Apr 06
Eric ChangLead FinanceView Profile, Eric ChangJames CastonguaySenior Tax AccountantView Profile, James CastonguaySergio MarcheliSenior Client Portfolio ManagerView Profile, Sergio Marcheli