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
U S BankMortgage Loan ProcessorJul 21 - PresentTiaa BankHL Operations ProcessorJul 15- Apr 21Delmar MortgageLoan ProcessorDec 17- May 18
Ricardo VelazquezSenior Treasury AnalystView Profile, Ricardo VelazquezHeather LanierFinancial Planning ManagerView Profile, Heather LanierStewart Macdonald ChfcFinancial AdvisorView Profile, Stewart Macdonald Chfc