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
Summit Global InvestmentsFinancial AdvisorSep 23 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative Feb 20- Sep 23WealthwaveInvestment AdvisorNov 17- Sep 23
Marcie EvansCorporate AccountantView Profile, marcie evansStacy YulsmanAssociateView Profile, stacy yulsmanGary MonasterioGroup Finance AssistantView Profile, gary monasterio