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
J Hagan CapitalRetirement PlannerOct 24 - PresentStrategic Wealth DesignersLead Financial AdvisorJan 21- Sep 24Ameriprise Financial Services LlcPortfolio ManagerOct 17- Sep 20
Heike SchmidtProjektcontrollerinView Profile, Heike SchmidtRobert WardAccounts Payable CoordinatorView Profile, Robert WardLiam HenryDirector Treasury FP AView Profile, Liam Henry