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
AmeritasRegistered Representative, Investment Advisor Representative, MBA, CRPC, CDFASep 17 - PresentMassmutualRegistered Representative, Investment Advisory Representative, CRPC, CDFA, MBAOct 15- Sep 17Lpl FinancialRegistered Representative, Investment Advisory Representative, CRPC, MBADec 05- Oct 15
Nora PortilloCredit Collections AnalystView Profile, Nora PortilloKayla GoebelLending OfficerView Profile, Kayla GoebelTina HaleBusiness AnalystView Profile, Tina Hale