Account Type****** *****Account Owner****** ***Account Opps/Deals******* ***Closed Won • Oct 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 Aug 15 - PresentHeartland Institute Of Financial EducationCertified College ConsultantMar 13 - PresentWorld Financial Group WfgSenior Marketing DirectorMay 16 - Present
Yair LaviInvestorView Profile, yair laviNathan WuInvestment AssociateView Profile, nathan wuDror ShapiraFinancial TraderView Profile, dror shapira