Account Type**** ******Account Owner******** ********Account Opps/Deals**** ******Closed Won • Dec 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
City National RochdaleSVP | Senior Investment StrategistOct 18 - PresentPhoenix Investment PartnersRegional Investment Consultant, Internal WholesalerJan 00- Jan 04American Express Financial AdvisorsPersonal Financial PlannerOct 98- May 00
Teresa CarrollIndependent Board DirectorView Profile, teresa carrollLeslie WhitesideVice President Of Guest RelationsView Profile, leslie whitesideAnthony GarciaSr Director Optimum CommunitiesView Profile, anthony garcia