Account Type******** ********Account Owner****** ***Account Opps/Deals****** ***Closed Won • Dec 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 - Present
Joseph MintzAssociateView Profile, joseph mintzKaty VickersHead Of Finance And Operations D I DivisionView Profile, katy vickersTejasvi PurohitAccounting Team LeadView Profile, tejasvi purohit