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
Lpl FinancialCERTIFIED FINANCIAL PLANNER™Oct 21 - PresentPalomar CollegeExecutive Board Member, Board of Directors, Palomar College FoundationMar 16 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeDec 12- Oct 21
Till TeglerJr Manager Strategic FP AView Profile, Till TeglerGil RazDirector Of FinanceView Profile, Gil RazDylan FlottControllerView Profile, Dylan Flott