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 IncRegistered Representative at Transamerica Financial Advisors, Inc.Mar 13 - PresentWorld Financial Group WfgExecutive Vice ChairmanAug 11 - Present
Janice DocusignInsurance AgentView Profile, Janice DocusignWeber LimaFinancial AnalystView Profile, Weber LimaAbby BorgmannTrade Execution CoordinatorView Profile, Abby Borgmann