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
Mission WealthOperations ManagerSep 21 - PresentCaptrustClient Management ConsultantFeb 21- Aug 21Silverhawk Private WealthInsurance & Annuity SpecialistJul 12- Jun 18
Javier Cervantes SanchezSupervisorView Profile, javier cervantes sanchezGuy StraussGlobal Head Of Travel And Immigration Operations DepartmentView Profile, guy straussJulian WellerExecutive ProducerView Profile, julian weller