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
Transamerica Financial Advisors IncInvestment Advisor Representative - Branch Office SupervisorJan 12 - Present
Gal AmranInvestorView Profile, Gal AmranPeter UlrichDirector Capital MarketsView Profile, Peter UlrichLeah McdonnellClient AccountantView Profile, Leah Mcdonnell