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 IncIndependent Financial AdvisorDec 17 - PresentNoneSenior Associate & Financial Coach Jan 16 - PresentWorld Financial Group WfgHeadhunterJan 16 - Present
Cara GilbertBilling SpecialistView Profile, Cara GilbertAndrea Moreno OntiverosFinancial ControllerView Profile, Andrea Moreno OntiverosMichael HawleyCFOView Profile, Michael Hawley