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
Transamerica Financial Advisors IncRegistered Rep, Investment Advisor Representative (IAR)Jan 12 - PresentWorld Financial Group WfgCEO MDJun 01 - PresentHeartland Institute Of Financial EducationCertified College ConsultantNov 14 - Present
Kyle AlisharanConsulting CFOView Profile, Kyle AlisharanBarbara SrnovrsnikExecutive Assistant To Chief Financial OfficerView Profile, Barbara SrnovrsnikKevin HennControllerView Profile, Kevin Henn