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
Arete WealthWealth AdvisorMar 10 - PresentAmeriprise Financial Services LlcFinancial AdvisorAug 04- Mar 10University Of Michigan Stephen M Ross School Of BusinessDirector of Research and International Field Studies, Global Leadership ProgramSep 93- Apr 97
Jason PulleyFinance ConsultantView Profile, jason pulleyAndrew CooperAssociateView Profile, andrew cooperDakota CampbellMergers And Acquisitions Analyst IIIView Profile, dakota campbell