Account Type******** ****Account Owner******** ***Account Opps/Deals***** *****Closed Won • Jan 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 LlcDirector Of OperationsJul 20 - PresentThe Fitzpatrick GroupCFO, Director of OperationsFeb 16- Dec 18Aig Retirement ServicesDirector Of OperationsSep 15- Jan 16
Sam ParksCashierView Profile, Sam ParksJaymi ClelandBusiness AdministratorView Profile, Jaymi ClelandEmily BertschAVP Event Experience Manager ETF Private Client ServicesView Profile, Emily Bertsch