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 IncInvesment Advisor Representative & Registered RepresentativeJun 15 - Present
Caroline BurnettAssociateView Profile, Caroline BurnettAbe MarcianoFinance OperationsView Profile, Abe MarcianoCatherine ThomsonTax ConsultantView Profile, Catherine Thomson