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 FinancialInvestment Advisor Representative at LPL FinancialNov 23 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative with Transamerica Financial AdvisorsOct 14- Nov 23TransamericaRegional Vice PresidentJan 09- Sep 14
Christina NielsenAssocoate Director Franchise Sales OperationsView Profile, christina nielsenBethany L RuckerDirector Sales Incentive CompensationView Profile, bethany l. ruckerNathan RobeSales ManagerView Profile, nathan robe