Account Type**** ******Account Owner******* ***Account Opps/Deals*** *****Closed Won • Dec 24****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
Sarah CareyAccounts Receivable SpecialistView Profile, sarah careyPatrick SchlatterVP Of Finance OperationsView Profile, patrick schlatterKeegan McmahonVP Of FinanceView Profile, keegan mcmahon