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, Branch Office SupervisorMar 18 - PresentMastecManager | CPA | CGMANov 10- Aug 21CroweAccountant - Audit Senior | CPASep 05- Sep 10
Sue Davis GillisMember Board Of TrusteesView Profile, Sue Davis GillisWalter PrahlAdjunct Professor Of FinanceView Profile, Walter PrahlWin MaungRegistered Investment Advisor RepresentatriveView Profile, Win Maung