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
Wealthhouse AdvisorsRegistered RepresentativeOct 24 - PresentWorld Financial Group WfgSenior Marketing DirectorJan 11 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative & Branch Office Supervisor Jan 12- Oct 24
Sophia WarwickSenior Marketing SpecialistView Profile, Sophia WarwickMichael PearsonSocial Media LeadView Profile, Michael PearsonEstelle Eustache ClementChargee De SEO WebView Profile, Estelle Eustache Clement