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
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
Angelica RivasRevenue AnalystView Profile, Angelica RivasIshwar SawAccountantView Profile, Ishwar SawKaarin KearneyInvestor Relation ManagerView Profile, Kaarin Kearney