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
Bernard Wealth Management CorpClient Advisor & Compliance AnalystSep 24 - PresentComerica BankSenior Trust AnalystNov 23- Sep 24Gpm Growth Investors IncClient AdvisorJul 21- May 23
Kathy KnierimAgent Support RepresentativeView Profile, Kathy KnierimPaul RathkeBereavement CoordinatorView Profile, Paul RathkeAmber ValdezCustomer Service RepresentativeView Profile, Amber Valdez