Account Type******** *******Account Owner****** ***Account Opps/Deals****** ********Closed Won • Nov 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
Kyla BurmesterClient Services AssociateView Profile, kyla burmesterDolores RiosCustomer Service RepresentativeView Profile, dolores riosDeborah RoserLTSS CHC SERVICE COORDINATORView Profile, deborah roser