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
AllstateZone Finance ManagerFeb 15 - PresentDesert Financial Credit UnionFinancial AnalystMay 13- Feb 15Charles SchwabRegistered RepresentativeFeb 11- Apr 13
Kurt KarstetterCommercial Insurance AdvisorView Profile, Kurt KarstetterCourtney KilpatrickDirector Of Financial Planning And AnalysisView Profile, Courtney KilpatrickVictoria P AlmeidaReal Estate InvestmentView Profile, Victoria P Almeida