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
CaptrustFinancial Advisor Relationship ManagerMay 20 - PresentAmeriprise Financial Services LlcFinancial AdvisorMay 12- Aug 13
Monica TaddeoVP Of FinanceView Profile, monica taddeoBarbara GiannoniControllerView Profile, barbara giannoniMin Yi LLocal Statutory Accounting ManagerView Profile, min yi l.