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
Stevens Capital PartnersPrivate Wealth ManagerAug 23 - PresentCarson WealthWealth PlannerApr 19- Aug 23Grace UniversityBasketball CoachSep 12- Apr 20
Sandra MarquesResponsable Administratif Et FinancierView Profile, Sandra MarquesDeb KnittelAR Credit SpecialistView Profile, Deb KnittelDamian ChungFinancial AdvisorView Profile, Damian Chung