Account Type******** ******Account Owner**** ********Account Opps/Deals******* ******Closed Won • Oct 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 LlcAssociate Financial AdvisorJul 21 - PresentNorthwestern MutualDirector of Insurance OperationsAug 18- Nov 21Uncommon SchoolsCampus AmbassadorJun 17- Mar 18
Brian WongSenior AccountantView Profile, brian wongJason ElliottMortgage ConsultantView Profile, jason elliottSkyler GreenCorporate Associate Financial ServicesView Profile, skyler green