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
J Hagan CapitalRetirement PlannerOct 24 - PresentStrategic Wealth DesignersLead Financial AdvisorJan 21- Sep 24Ameriprise Financial Services LlcPortfolio ManagerOct 17- Sep 20
Michael MontoyaAssociateView Profile, michael montoyaMarianne NetzBilling SpecialistView Profile, marianne netzRaphael HaimHead Of Financial Planning AnalysisView Profile, raphael haim