Account Type******* ******Account Owner******* ********Account Opps/Deals******** ******Closed Won • Dec 24****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
David DiiulisAudit PartnerView Profile, david diiulisRussell SavageFinanceView Profile, russell savageSharon CohenCFOView Profile, sharon cohen