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
Heartland Institute Of Financial EducationCertified Financial Educator (CFEd)May 16 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeAug 15 - PresentWorld Financial Group WfgExecutive Vice Chairman (EVC)Apr 12 - Present
Robert PaolinoProfessional Senior AccountantView Profile, robert paolinoDor FurerAssociateView Profile, dor furerAnna DoblerConsultant Wealth ManagementView Profile, anna dobler