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 Advisor Representative / Branch Office SupervisorJan 12- Dec 22World Financial Group WfgMarketing DirectorNov 11- Dec 22
Augie AAssociate Financial ServicesView Profile, augie a.Collin MccabeAssociate Private Equity ResearchView Profile, collin mccabeAmanda CookeBusiness AnalystView Profile, amanda cooke