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 Advisor, Practice Manager, Operations DirectorApr 00 - Present
Dakota DDirector Of Spend Hound CS REView Profile, Dakota DCheng Yi Chen JuliaTax Managing DirectorView Profile, Cheng Yi Chen JuliaTraci ParamoreDirector Of Finance And OperationsView Profile, Traci Paramore