Account Type****** ***Account Owner*** ***Account Opps/Deals***** ***Closed Won • Nov 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
Karolyn WelchBusiness Office PayrollView Profile, karolyn welchHeike MertingkReferentin KonzernrechnungswesenView Profile, heike mertingkJonathan KingBitcoin InvestorView Profile, jonathan king