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
Heartland Institute Of Financial EducationCertified Financial EducatorJun 12 - PresentTransamerica Financial Advisors IncRegistered RepresentativeJan 12 - PresentWorld Financial Group WfgSenior Marketing DirectorJun 01 - Present
Stefan TzvetanovData Driven Equity ResearchView Profile, Stefan TzvetanovJessica Mendez SchexnayderControllerView Profile, Jessica Mendez SchexnayderAnn StehlingAssociateView Profile, Ann Stehling