Account Type**** ********Account Owner******* *******Account Opps/Deals***** *****Closed Won • Jan 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
Azer ManaladPartner Financial ServicesView Profile, Azer ManaladGregory ReillyAccounting ManagerView Profile, Gregory ReillyJames PurdyExecution Quantitative Services Algo TradingView Profile, James Purdy