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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeMay 13 - PresentHeartland Institute Of Financial EducationCertified Financial EducatorJul 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJun 05 - Present
Conner HoltCorporate ControllerView Profile, Conner HoltGabi GrempelAssistant ControllerView Profile, Gabi GrempelAlejandro LevintonFinance DirectorView Profile, Alejandro Levinton