Account Type*** ******Account Owner**** ******Account Opps/Deals******* ********Closed Won • Feb 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Wealth Strategies Financial GroupSales DirectorSep 17 - PresentAmeriprise Financial Services LlcFinancial AdvisorSep 12- Sep 17Waddell ReedManaging PrincipalNov 05- Sep 12
Roberto VillarrealDirector Of Sales And MarketingView Profile, Roberto VillarrealAmy CowardCommercial Excellence DirectorView Profile, Amy CowardMark StewardCompany DirectorView Profile, Mark Steward