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 IncInvestment Advisor Representative Aug 15 - PresentHeartland Institute Of Financial EducationCertified College ConsultantMar 13 - PresentWorld Financial Group WfgSenior Marketing DirectorMay 16 - Present
Shannon CowlingTrainee Financial AnalystView Profile, Shannon CowlingJuan Pablo Velasquez SarmientoAccounting CoordinatorView Profile, Juan Pablo Velasquez SarmientoJosh DorlePrivate Equity AssociateView Profile, Josh Dorle