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
Continuum Advisory LlcSenior Vice PresidentFeb 22 - PresentTransamerica Financial Advisors IncDirector of Advisory ServicesAug 15- Jan 22Cetera Financial GroupProduct ManagerJul 13- Aug 15
David LongoriaManaging PartnerView Profile, David LongoriaJoe MccarthyDirector Executive CommunicationsView Profile, Joe MccarthyKevin FalknerDirector Deals TransformationView Profile, Kevin Falkner