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 RepresentativeJan 12 - PresentSecure MortgagePresidentJan 01- Jan 07
Jackson WegenerAssociateView Profile, jackson wegenerBrian VasquezAccounts Receivable SpecialistView Profile, brian vasquezDanielle Bella LarosaAssociateView Profile, danielle (bella) larosa