Account Type*** ********Account Owner****** *****Account Opps/Deals**** ********Closed Won • Nov 24****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
Mihir GajeraDirectorView Profile, mihir gajeraMegan PesantDirector Of MarketingView Profile, megan pesantValentina ImperiDirector Of Market ResearchView Profile, valentina imperi