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
Transamerica Financial Advisors IncRegistered RepresentativeJan 16 - PresentHeartland Institute Of Financial EducationInstructor/CFE Certified Financial Educator®Jul 12 - PresentWestern Asset ManagementRisk Analytics - Pricing specialistOct 02- Nov 09
Chase R CavittInside Regional Sales Manager Southern California HawaiiView Profile, Chase R CavittTim LloydDirector Business Unit Sales Operations MarketingView Profile, Tim LloydLi Fang ChouRegistered RepresentativeView Profile, Li Fang Chou