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
Summit Global InvestmentsSr. Advisor-PartnerJun 23 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Jun 23Transamerica Financial Advisors Inc Transamerica Financial Group DivisionInvestment Advisor RepresentativeJun 09- Jan 12
Joe VruwinkManaging DirectorView Profile, joe vruwinkElliott ThomasTechnical SpecialistView Profile, elliott thomasTamara GrahamYoga Teacher And Founder Of Tamara YogaView Profile, tamara graham