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
Heartland Institute Of Financial EducationCertified Financial EducatorJun 12 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJun 01 - Present
Paul FlemingDirector Of InvestmentsView Profile, paul flemingKevin WooAssistant ControllerView Profile, kevin wooJosh GoldbergAccounting ManagerView Profile, josh goldberg