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
Transamerica Financial Advisors IncInvestment Adviser Rep.Sep 07 - PresentMoney ConceptsInvestment Adviser RepJan 11- Sep 12
Barbara ZellerAccounts Receivable Representative IIView Profile, barbara zellerAidan VernonFinance Operations AssociateView Profile, aidan vernonMayumi UenoFreelaceView Profile, mayumi ueno