Account Type***** *******Account Owner******** ***Account Opps/Deals****** ****Closed Won • Feb 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Lpl FinancialInvestment Advisor Representative at LPL FinancialNov 23 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative with Transamerica Financial AdvisorsOct 14- Nov 23Wealth Wave FinancialFinacial Educator at Wealth WaveJan 18- Nov 23
Sarah Guinot MichalskiAccount ExecutiveView Profile, Sarah Guinot MichalskiJoyce KimEnterprise Account ManagerView Profile, Joyce KimAlexandra PlataMid Market Account ExecutiveView Profile, Alexandra Plata