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 IncIndependent Advisor RepresentativeOct 17 - PresentUniversity Of New HampshireStudentJan 12 - Present
Jesse MayAdministrative Support ServicesView Profile, jesse mayAnabel FallIndependent Transformation Consultant Advisor And LearnerView Profile, anabel fallEric KaoManager Finance OperationsView Profile, eric kao