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
Debbie ShoquistSVP OperationsView Profile, Debbie ShoquistStacy TurekSenior Vice President Sr Group Operations ManagerView Profile, Stacy TurekJeff WallaceManaging DirectorView Profile, Jeff Wallace