Account Type****** *******Account Owner*** ****Account Opps/Deals******** *******Closed Won • Jan 25****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
Tran Anh VnSenior Assurance AssociateView Profile, Tran Anh VnCheri OverholserStaff AccountantView Profile, Cheri OverholserNadia SerhrouchniFinancial AnalystView Profile, Nadia Serhrouchni