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
Rfg AdvisoryChief Compliance OfficerJan 22 - PresentAmerica Group Retirement Strategy CentersChief Compliance OfficerJan 19- Feb 22Center For Wealth Planning IncChief Compliance OfficerJan 15- Feb 22
Jaquelyn GonzalezHuman Resources ManagerView Profile, Jaquelyn GonzalezSiuberto SocarrasPeople Development Consultant Coach Songwriter Producer GuitaristView Profile, Siuberto SocarrasSneha LalwaniHR Admin ExecutiveView Profile, Sneha Lalwani