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 IncRegistered Representative and Investment Advisor RepresentativeNov 14 - PresentWeill Cornell MedicinePostdoctoral ResearcherAug 09- Jan 10
Elliot WooSr Director AccountingView Profile, elliot wooLuis LozanoAssociateView Profile, luis lozanoLara ShermanCapital Partner Solutions Private WealthView Profile, lara sherman