Account Type***** ****Account Owner**** ******Account Opps/Deals***** ***Closed Won • Nov 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Private Wealth Asset ManagementChief Administrative Officer (CAO)Sep 21 - PresentWells FargoRegional Managing DirectorMar 01- Sep 21Ameriprise Financial Services LlcDistrict ManagerJan 88- Mar 94
Edgar SuarezManagerView Profile, edgar suarezJames EvansChief Executive OfficerView Profile, james evansRon ChurchesTest ManagerView Profile, ron churches