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
Volare Wealth AdvisorsRegistered Client Service AssociateJan 24 - PresentRfg AdvisoryClient Service CoordinatorJun 22 - PresentParamount BankMortgage Loan CloserJun 16- Mar 22
Shawie OkunoAssistant Call Center ManagerView Profile, Shawie OkunoLaura McconnellCustomer Service Center ManagerView Profile, Laura McconnellJeff FoundDirector Of Service CenterView Profile, Jeff Found