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
Wealthhouse AdvisorsRegistered RepresentativeOct 24 - PresentWorld Financial Group WfgSenior Marketing DirectorJan 11 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative & Branch Office Supervisor Jan 12- Oct 24
Katie GallagherSenior Communications ManagerView Profile, Katie GallagherAnna MaiCorporate Marketing ManagerView Profile, Anna MaiCarrie KoesterSenior Professional Product MarketingView Profile, Carrie Koester