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
Cetera Advisor Networks LlcFinancial Consultant, Financial Advisor, Retirement Planning, Wealth Management, Fee based PlanningJan 02 - PresentGreat West Investments401(k) Call Quality AdvisorDec 99- Jun 02Lincoln FinancialInsurance/Investment Sales and Financial Consulting 1991-1998Jun 80- Jan 98
Donna BloomFinancial ControllerView Profile, Donna BloomAngie DavisAccountantView Profile, Angie DavisJaclyn BacaSr Finance ManagerView Profile, Jaclyn Baca