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
Rise Private Wealth Management A Private Wealth Advisory Practice Of Ameriprise Financial Srvs LlcChief Operating OfficerFeb 22 - PresentAmeriprise Financial Services LlcSenior Region Director of OperationsJul 91- Feb 22
Evan PerlmutterCOO Co FounderView Profile, Evan PerlmutterAl LalaniOperating PartnerView Profile, Al LalaniTom OlsonBoard Member Boston ChapterView Profile, Tom Olson