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
Lpl FinancialSenior Investment AdvisorApr 19 - PresentTransamerica Financial Advisors IncSenior Associate - Investment Advisor RepresentativeMar 14 - Present
James RoweCorporate AccountantView Profile, james roweBryan ToskovichManager Financial OperationsView Profile, bryan toskovichRosemary Wright Nmls 659002Reverse Mortgage Loan Originator NMLS 659002View Profile, rosemary wright nmls 659002