Account Type******** ******Account Owner****** ********Account Opps/Deals***** ********Closed Won • Jan 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Franke Miller Group A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcFinancial AdvisorJan 24 - PresentBig Brothers Big Sisters Of Central IowaMember Board Of DirectorsAug 18- Jun 24Ameriprise Financial Services LlcFranke Miller Group, Des Moines, Iowa (Client Relationship Manager)Jan 11- Jan 24
Aaron SantosGlobal FP A LeadView Profile, Aaron SantosChanchal BhooraniInvestorView Profile, Chanchal BhooraniShaoai WangFinance ManagerView Profile, Shaoai Wang