Account Type***** ****Account Owner****** ********Account Opps/Deals******** *****Closed Won • Mar 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
The Broker GroupFounder & President May 25 - PresentWorld Financial Group WfgExecutive Vice ChairmanMay 04- May 25Transamerica Financial Advisors IncRegistered Investment AdvisorJan 12- Aug 24