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
Self EmployedFinancial Services ProfessionalJan 21 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJan 12- Mar 24World Financial Group WfgSenior Marketing DirectorJun 06- Mar 24
Matt PermisonHead Of FP AView Profile, Matt PermisonStephanie VinellaCFOView Profile, Stephanie VinellaMelissa SanfordChief Financial OfficerView Profile, Melissa Sanford