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
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
Elek RichterChief Revenue OfficerView Profile, Elek RichterCandace MassariAssociate Director Affiliate PartnershipsView Profile, Candace MassariJenny WhelanRelationship Director Broker 3rd Party Relationships Asset FinanceView Profile, Jenny Whelan