Account Type*** ******Account Owner*** *******Account Opps/Deals*** ******Closed Won • Mar 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Creative PlanningFinancial Wellness ConsultantFeb 22- Jul 23TransamericaDirector - Retirement Education and Planning ServicesNov 03- Apr 21
Metodi PachevFinancial Crime Analyst BankingView Profile, Metodi PachevJulian FainzaigEarly Stage InvestorView Profile, Julian FainzaigTara IngramAccountantView Profile, Tara Ingram