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
Priority Wealth PartnersSenior Wealth AdvisorDec 24 - PresentGrowstrong Wealth Strategies LlcInvestment Advisor RepresentativeFeb 21- Dec 24Transamerica Financial Advisors IncInvestment Advisor RepresentativeOct 10- Feb 21
Yianna DaklarasManager Communications Wealth ManagementView Profile, Yianna DaklarasAndrea ClarkeSenior Credit RepView Profile, Andrea ClarkeFarzana SuratiSenior BankerView Profile, Farzana Surati