Account Type*** *****Account Owner***** *******Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
ThemoneybooksFinancial EducatorJan 16 - PresentTransamerica Financial Advisors IncRegistered RepresentativeDec 12 - PresentWealthwaveSenior Marketing DirectorJan 16 - Present
Melissa CorderBusiness ManagerView Profile, Melissa CorderJulie LyCorporate ControllerView Profile, Julie LyCarol HallDirector Investment AccountingView Profile, Carol Hall