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
Waller Financial CoachingFull-Time Fiduciary Financial Planner, Podcast HostOct 14 - PresentThe H Group IncCertified Financial Planner Professional/Registered Investment Advisor AffiliateAug 09- Sep 14Cetera Advisor Networks LlcFinancial PlannerAug 09- Dec 11
Mckenzie TucciProduct Marketing ManagerView Profile, Mckenzie TucciHadas ZeiraMarketing Communications ManagerView Profile, Hadas ZeiraJustin MorrisMarketing Operations Technology ManagerView Profile, Justin Morris