Account Type******* *****Account Owner***** ********Account Opps/Deals***** ********Closed Won • Jan 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 IncInvestment Advisor Representative & Registered RepresentativeJun 12 - PresentWorld Financial Group WfgSenior Marketing DirectorDec 96 - PresentMauricesDivisional SupervisorAug 78- Feb 95
Josh LokutaA R CoordinatorView Profile, Josh LokutaLiza TimmermanDirector Of FinanceView Profile, Liza TimmermanMichael FiedorowiczAssociateView Profile, Michael Fiedorowicz