Account Type***** *****Account Owner**** *****Account Opps/Deals**** *******Closed Won • Nov 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Carson WealthClient Service ManagerAug 20 - PresentSecurities America IncSupervisor - Brokerage ServicesSep 14- Aug 20
Stephanie StewartCalix Senior Customer Operations RepresentativeView Profile, stephanie stewartMarco PelegreenAuto Claims AdjusterView Profile, marco pelegreenShahzad AhmedNordic Technical Support RepresentativeView Profile, shahzad ahmed