Account Type******** ****Account Owner**** ****Account Opps/Deals***** *******Closed Won • Jun 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
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