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
Growstrong Wealth Strategies LlcPrincipalJul 20 - PresentGlobal View Capital AdvisorsExecutive DirectorAug 18- Dec 20Transamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Jul 20
Chip BielerPrincipalView Profile, Chip BielerSerdar GulerPrincipalView Profile, Serdar GulerShawn RPrincipalView Profile, Shawn R