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
Copperleaf Capital LlcRetirement Plan Specialist & Personal Financial AdvisorJan 10- Sep 19Ameriprise Financial Services LlcFinancial AdvisorOct 06- Dec 09
Mishka LeslieOperations ManagerView Profile, Mishka LeslieShawnneesa BuchananVendor Relationship ManagerView Profile, Shawnneesa BuchananYaswanth SaiDelivery ConsultantView Profile, Yaswanth Sai