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
Carson WealthClient Service AssociateAug 19- Dec 21Edward JonesBranch Office AdministratorSep 17- Sep 18Morgan StanleySenior Client Service AssociateDec 07- Jul 11
Amber LauClient Service ManagerView Profile, amber lauJammie KinartCustomer Service RepresentativeView Profile, jammie kinartAdam GoodarziEscalation Support AnalystView Profile, adam goodarzi