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
Carson WealthClient Service ManagerAug 22 - PresentMain Street Advisory GroupClient Communication CoordinatorAug 20- Aug 22Lattaharris LlpStaff AccountantJan 13- Apr 16
Sally DiazCustomer Service Representative ManagerView Profile, Sally DiazGaurav GautamSenior Product Support ManagerView Profile, Gaurav GautamBrad MeillerManager North America Consumer ServicesView Profile, Brad Meiller