Account Type***** ****Account Owner*** ********Account Opps/Deals****** *****Closed Won • Dec 24***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
Jaime PadulaAssociateView Profile, jaime padulaFreddy HoFinance DirectorView Profile, freddy hoZak SchwedaPartner Valuation Advisory ServicesView Profile, zak schweda