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
Priority Wealth PartnersSenior Wealth AdvisorDec 24 - PresentGrowstrong Wealth Strategies LlcInvestment Advisor RepresentativeFeb 21- Dec 24Transamerica Financial Advisors IncInvestment Advisor RepresentativeOct 10- Feb 21
Jeffrey CohenSenior Analyst Investment BankingView Profile, Jeffrey CohenJeff ShapardSenior Analyst Credit Delivery Risk ControlsView Profile, Jeff ShapardAly Khan SunderjiSenior FP A ManagerView Profile, Aly Khan Sunderji