Account Type*** *******Account Owner***** ******Account Opps/Deals******** ****Closed Won • Nov 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
Suzi FernandezFinancial Institutions ConsultantView Profile, suzi fernandezJim GalloSenior Principal Consultant Treasurer PFO ServicesView Profile, jim galloAnna HumphreyFinancial Clearance MedicareView Profile, anna humphrey