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
Sequoia Financial GroupAssociate, Associate Wealth AdvisorApr 25 - PresentCarlson Capital ManagementParaplannerJun 24- Apr 25Creative Planning Business ServicesInternJun 23- May 24
Carlos SviontekDirector Of FinanceView Profile, Carlos SviontekRotem AviranAssistant ControllerView Profile, Rotem AviranWendy HoAssistant AccountantView Profile, Wendy Ho