Account Type****** ***Account Owner******** *****Account Opps/Deals******** *******Closed Won • Nov 24***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
Rene SalcedoRetiredView Profile, rene salcedoDennis LagueuxSVP Community DevelopmentView Profile, dennis lagueuxKaren HolderVice PresidentView Profile, karen holder