Verified recordFinancial Services

Kevin Laumann

Client Advocate at Carlton Pace Wealth Management Inc

Based in San Francisco, United States

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Seniority

Staff

Department

Customer/Client Service

Location

San Francisco

Industry

Financial Services

Company size

5

Contact information

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Email

1 credit

k•••••••@carltonpace.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Kevin Laumann

HNW Client Advocate with a demonstrated history of working in the financial industry. Skilled in Microsoft Office Suite, Sales, Administration, Operations, and Software/Tech. Strong customer success and support professional.

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