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
Lpl FinancialFinancial Advisor, Wealth StrategistMay 22 - PresentNational Financial AllianceLPL Financial PlannerMay 22 - PresentWells Fargo AdvisorsBrokerage AssociateOct 17- May 22
Andres Felipe Hoyos NunezAsistente Administrativo Y Contable CSCView Profile, Andres Felipe Hoyos NunezJai LadDirector FP AView Profile, Jai LadDan DionDivision Director Of Finance Operations Mid America RegionView Profile, Dan Dion