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
Blueprint Financial AdvisorsPresidentFeb 23 - PresentBlueprint Investment PartnersDirector of Advisor ServicesSep 22 - PresentGcg Wealth Management LlcChief Operating OfficerSep 20- Sep 22
Edgar AlvarezDirector National Call Center OperationsView Profile, Edgar AlvarezJudith SawyerDirector Customer Care OperationsView Profile, Judith SawyerDavid FolzDirector Of Customer Support Call Center OperationsView Profile, David Folz