Account Type****** ****Account Owner***** *****Account Opps/Deals****** ****Closed Won • Oct 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
Chris MacleanSenior Finance Success SpecialistView Profile, chris macleanMorgan GiesselbachPlanificateur Financier CertifieView Profile, morgan giesselbachDan StemmerPrivate Wealth Management SpecialistView Profile, dan stemmer