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 IncBilingual Investment AdvisorDec 12 - PresentPaychexUnderwriting AssistantOct 12- Dec 12
Ian GibsPayment ExpertView Profile, Ian GibsKathy TSenior Manager FP A AmericasView Profile, Kathy TRick PerryController Head Of FinanceView Profile, Rick Perry