Account Type******** *****Account Owner****** *****Account Opps/Deals***** *******Closed Won • Mar 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
U S BankVice President, Field Operations ManagerFeb 17 - PresentAmeriprise Financial Services LlcStrategic Solutions Manager - Advisor Transition ManagementApr 05- Feb 17Piper JaffrayAccount Service AssociateApr 00- Aug 04
Ryan KilcullenExecutive Vice President Global OperationsView Profile, Ryan KilcullenPrathiba KarthikSr Assistant Vice PresidentView Profile, Prathiba KarthikAngel BorisovManaging DirectorView Profile, Angel Borisov