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
Carson WealthWealth AdvisorFeb 23 - PresentCharles SchwabAssociate Financial Service RepresentativeMay 22- Feb 23The Home DepotCustomer Service RepresentativeMay 20- Apr 22
Nikita KoliAssociate BankerView Profile, Nikita KoliJamie StrateAccountantView Profile, Jamie StrateHeidi BalusAccountantView Profile, Heidi Balus