Account Type******** *****Account Owner******* ****Account Opps/Deals******** ******Closed Won • Jan 25****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
Lexi PlourdeSupervisor Digital Investment CotyView Profile, Lexi PlourdeElina NovikSenior PublicistView Profile, Elina NovikPang MouaSr AccountantView Profile, Pang Moua