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 IncInvestment Advisor RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJan 04 - PresentRevolution MortgageMortgage Loan ConsultantDec 20- Jul 23
James CatalanoPartner Audit Financial ServicesView Profile, james catalanoDharti PancholiAccount AssistantView Profile, dharti pancholiPatricia Do NascimentoTreasury ManagerView Profile, patricia do nascimento