Account Type*** *****Account Owner***** ****Account Opps/Deals******* ********Closed Won • Feb 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
Daniel BergInvestment ProfessionalView Profile, Daniel BergDouglas PalladinoSenior Accounting ManagerView Profile, Douglas PalladinoJustine MooreInvestment PartnerView Profile, Justine Moore