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 IncFinancial Services ProfessionalJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJan 01 - Present
Guojun LiAssociateView Profile, Guojun LiAdrienne BowmanSenior Manager Accounting CFO AdvisoryView Profile, Adrienne BowmanJacqueline YurkinAccounts Receivable CoordinatorView Profile, Jacqueline Yurkin