Account Type**** ****Account Owner******** ********Account Opps/Deals***** *****Closed Won • Apr 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