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
Transamerica Financial Advisors IncInvestment Advisor RepresentativeMay 13 - PresentHeartland Institute Of Financial EducationCertified Financial EducatorJul 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJun 05 - Present
Jonathan CohenVP BUK Finance Planning Stress Testing Finance Business PartnerView Profile, Jonathan CohenJulia NicholsOrder Management Intermediate FinanceView Profile, Julia NicholsNiv AmbarDirector Of FinanceView Profile, Niv Ambar