Account Type****** ******Account Owner******** ******Account Opps/Deals****** ********Closed Won • Mar 25**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