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 IncAssociate Financial AdvisorApr 17 - PresentAcceleration Capital GroupAnalyst InternJan 17- Feb 17Axa FinancialSummer AnalystJul 14- Jul 14
Ryan FitzgeraldAssociateView Profile, ryan fitzgeraldVianney JulienFinancial Et Business AnalystView Profile, vianney julienLuke GoldstockFinancial AdvisorView Profile, luke goldstock