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
Morgan StanleyAssitant Vice President Wealth Managment AssociateDec 22 - PresentPayscaleEnterprise Sales Development RepresentativeMar 22- Nov 22Wells FargoRelationship BankerApr 14- Mar 22
Marc BedardChief Investment Officer Ameriprise Bank FSBView Profile, marc bedardTeresa GoiriVP FinanceView Profile, teresa goiriJessica PondVP ControllerView Profile, jessica pond