Account Type******** *******Account Owner******* ***Account Opps/Deals******* *****Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Carson WealthSenior Wealth AdvisorNov 21 - PresentCharles SchwabAssociate, Financial ConsultantJul 17- Oct 21
Jessie GonzalezBankruptcy And Servicing Operations SupervisorView Profile, jessie gonzalezMike MelansonSr Healthcare Economics ConsultantView Profile, mike melansonGonzalo P RezPersonal Business Banker SeniorView Profile, gonzalo p rez