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
Heartland Institute Of Financial EducationCFE Certified Financial Educator® & Certified College ConsultantJun 12 - PresentTransamerica Financial Advisors IncRegistered RepresentativeDec 12 - PresentRobert Morris University Chicago IlDirector of Business AffairsJul 97- Dec 09
Luke FitchettHead Of Financial Planning AnalysisView Profile, Luke FitchettDante PenafielNon Executive Shareholders Semi Retired StatusView Profile, Dante PenafielMeagan BarrSr FP A ManagerView Profile, Meagan Barr