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
TRG Investment Advisors LLCRetirement Plan Consultant & Financial Advisor Aug 21 - PresentThe StandardRegional ConsultantAug 04- Jan 12
Rob NeffFinancial Advisor And Registered RepresentativeView Profile, rob neffOsman KhanInvestment StaffView Profile, osman khanQi Alison LiSenior Staff Accountant Corporate RevenueView Profile, qi (alison) li