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 LlcSenior Vice President, National Sales Manager, Wealth Management SolutionsOct 13 - PresentUbsExecutive Director, Head of Distribution 401(k), and Institutional ConsultingJan 05- Jul 13Merrill LynchDirector of Sales - Merrill Lynch Investment ManagersJan 91- Dec 05
David JolyHead Of Sales And MarketingView Profile, David JolyJules JohnstonSenior Vice President Of Global ChannelsView Profile, Jules JohnstonPablo Diaz De SandiVice President Voice Of The MemberView Profile, Pablo Diaz De Sandi