Account Type***** *******Account Owner***** *****Account Opps/Deals**** ******Closed Won • Oct 24**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
Jeroen RuigrokBoard Member TreasurerView Profile, jeroen ruigrokArdenisa Alexandra DemaTax Finance SA NationalView Profile, ardenisa (alexandra) demaDaniel ZerrHuntington National BankView Profile, daniel zerr