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
Heartland Institute Of Financial EducationCertified Financial EducatorJun 12 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJun 01 - Present
Charles SchwinckFinancial Planner IIView Profile, Charles SchwinckSteve WhittierRegistered Investment AdvisorView Profile, Steve WhittierReena BhanderiFinance ManagerView Profile, Reena Bhanderi