Account Type******** *****Account Owner******** *****Account Opps/Deals****** *****Closed Won • Dec 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 IncBilingual Investment AdvisorDec 12 - PresentPaychexUnderwriting AssistantOct 12- Dec 12
Joseph MarkiszInvestment Banking AssociateView Profile, joseph markiszCarl TownsendDirector Of FinanceView Profile, carl townsendGabrielle AguiarStaff I Tax AccountantView Profile, gabrielle aguiar