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
TransamericaAssistant Director - Regional Manager, CFP®Dec 09 - PresentMorgan StanleyFinancial Advisor, CFP®Nov 07- Nov 09University Of MiamiLecturerJan 09- Jan 09
Brandi HenhefferDirectorView Profile, Brandi HenhefferStuart Hancock CaGroup Managing DirectorView Profile, Stuart Hancock CaJay Mclelland PlayerAssociate DirectorView Profile, Jay Mclelland Player