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
Summit Global InvestmentsFinancial AdvisorSep 23 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative Feb 20- Sep 23WealthwaveInvestment AdvisorNov 17- Sep 23
Alex OurfalianBilling SpecialistView Profile, Alex OurfalianPaul DelvecchioDirector Of Financial Planning And AnalysisView Profile, Paul DelvecchioTiffany KernsReimbursement CoordinatorView Profile, Tiffany Kerns