Account Type******* *******Account Owner**** ******Account Opps/Deals**** *****Closed Won • Jan 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 RepresentativeAug 16 - PresentNew York Life Insurance CompanyAgentDec 11- Jul 16
Tripti SardaSenior Director Corporate FP AView Profile, Tripti SardaJose LuejeChief Financial OfficerView Profile, Jose LuejeUbah EmmanuelInvestorView Profile, Ubah Emmanuel