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
CompliqFounder & CEOJan 23 - PresentCollaborative WealthFounder & CEOJan 06 - PresentAmeriprise Financial Services LlcFinancial AdvisorMar 04- Sep 06
Amanda ColeChief StrategistView Profile, Amanda ColeSimon KaloucheFounder CEOView Profile, Simon KaloucheLiz CovertFounder DirectorView Profile, Liz Covert