Account Type***** ****Account Owner******* ***Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Next Financial GroupCERTIFIED FINANCIAL PLANNER™Nov 08- Aug 15ValicCERTIFIED FINANCIAL PLANNER™Oct 04- Oct 08AmeritasCERTIFIED FINANCIAL PLANNER™Apr 97- Oct 04
Xavier ShorterFractional CFO Finance LeaderView Profile, xavier shorterYalimar PerezBilingual Investment AdvisorView Profile, yalimar perezCatie BarilePrincipal Investor RelationsView Profile, catie barile