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
Ameriprise Financial Services LlcDirector Of OperationsJan 20 - PresentBradley WealthDirector of Operations and ComplianceJun 16- Jan 20Salient Consulting GroupSenior Wealth Management AssociateAug 13- Jun 16
Luke ButtonDirector Of OperationsView Profile, luke buttonJessica Von HandorfOperations DirectorView Profile, jessica von handorfLaura De MenezesSales OperationsView Profile, laura de menezes