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
Private Wealth Asset ManagementChief Administrative Officer (CAO)Sep 21 - PresentWells FargoRegional Managing DirectorMar 01- Sep 21Ameriprise Financial Services LlcDistrict ManagerJan 88- Mar 94
Zac FranichGeneral ManagerView Profile, Zac FranichSteve ClaudeProgram ManagerView Profile, Steve ClaudeDaniela Lopez AguilarBusiness Unit DirectorView Profile, Daniela Lopez Aguilar