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
Wells FargoPremier Banker (SAFE)Aug 21 - PresentPrincipal Financial GroupInvestment advisor Representative, Finanical Advisor Jan 20- Aug 21Transamerica Financial Advisors IncInvestment Advisor RepresentativeJun 16- Dec 19
Tik Hei ChanAccounting ManagerView Profile, Tik Hei ChanIgor BernadskiChief Financial And Operating OfficerView Profile, Igor BernadskiBeverly BarrettBenifits Verificate RepresntativeView Profile, Beverly Barrett