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
Swan Global InvestmentsNational Director - Advisor Advocacy for Swan Global Investments Jan 21 - PresentInvestment MastermindsHost of Investment Masterminds Web Series (Sponsored by Swan Global Investments)Mar 21 - PresentSwan Global InvestmentsNorthwest Regional DirectorOct 17- Apr 19
Marcelo RussoDirector Of FinanceView Profile, Marcelo RussoAlejandro Lopez SotoHead Of Finance And AccountingView Profile, Alejandro Lopez SotoCiciley AllenAssociate Director Student Financial Services VA School Certifying OfficialView Profile, Ciciley Allen