Account Type*** ***Account Owner******* ***Account Opps/Deals******* ********Closed Won • Oct 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
Jonas BacklundMarket Customer AnalystView Profile, jonas bäcklundMackenzie CatherwoodSpecial Events Loyalty Program CoordinatorView Profile, mackenzie catherwoodEdward GreenSr Video Producer EditorView Profile, edward green