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
Ameriprise Financial Services LlcDirector Of OperationsJan 20 - PresentBradley WealthDirector of Operations and ComplianceJun 16- Jan 20Salient Consulting GroupSenior Wealth Management AssociateAug 13- Jun 16
Kari SimonSales Operations AnalystView Profile, Kari SimonIla TokarzAVP Medicare OperationsView Profile, Ila TokarzKevin VadnalDirector Of OperationsView Profile, Kevin Vadnal