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
Priority Wealth PartnersSenior Financial Consultant, Investment Advisor RepresentativeNov 23 - PresentTransamerica Financial Advisors IncRegistered Representative - Financial ProfessionalNov 11- Nov 23WealthwaveFinancial Educator & DirectorMay 10- Nov 23