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 LlcAssociate AdvisorDec 24 - PresentFs InvestmentsAnalyst - Sales Strategy and AnalyticsApr 23- Jun 24Compass International Advisors LlcAnalyst - Private FundsSep 20- Sep 21
Erika DillonExecutive AssistantView Profile, Erika DillonBeverley YorkePswView Profile, Beverley YorkeAustin PaetowProducerView Profile, Austin Paetow