Account Type****** ******Account Owner******** *******Account Opps/Deals******* ******Closed Won • Nov 24***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
Celessa FletcherControllerView Profile, celessa fletcherDoug ShepherdAssistant Fund ManagerView Profile, doug shepherdJanine LuebsCertified Public AccountantView Profile, janine luebs