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 LlcFinancial AdvisorJun 16 - PresentCurian CapitalInternal Regional Business ConsultantNov 10- Jul 11MorningstarProduct Sales RepresentativeJan 01- Jan 03
Daniel LopezManaging Director Head Of Market And Counterparty Aggregate RiskView Profile, Daniel LopezNate UrbassikDirector Of FP AView Profile, Nate UrbassikRevital RodovskyChief Financial OfficerView Profile, Revital Rodovsky