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
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
Jess MoreauMortgage Loan ProcessorView Profile, Jess MoreauGreg BrandtFinancial AnalystView Profile, Greg BrandtJames PurkoCFOView Profile, James Purko