Isaac Swanagan
Financial Advisor Assistant at Lambert Lanza CPAs, P.A. affiliates Lanza Financial Services, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Pensacola, Florida, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Bloomberg Market Concepts
BloombergSep, 2023- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Florida Department of Financial ServicesFeb, 2023- Nov, 2024 -
Global Finance and Business Management Virtual Experience Program
JPMorgan Chase & Co.Nov, 2022- Nov, 2024 -
Real estate Salesperson Alabama
Alabama Real Estate CommissionJun, 2022- Nov, 2024 -
Real Estate Sales Associate
Florida Department of Business and Professional RegulationMar, 2022- Nov, 2024
Experience
-
Lambert Lanza CPAs, P.A. affiliates Lanza Financial Services, LLC
-
United States
-
Accounting
-
1 - 100 Employee
-
Financial Advisor Assistant
-
Jan 2023 - Present
-
-
-
-
Realtor
-
Feb 2022 - Jan 2023
-
-
Education
-
2019 - 2023
University of West Florida - College of Business
BS Business Admin, Finance, General
Community
You need to have a working account to view this content.
Click here to join now
