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
Ameriprise Financial Services LlcBusiness Operations Manager at Marblestone WealthJan 10 - PresentRbc Wealth ManagementOperations Supervisor, AVPJan 02- Jan 09
Elienne De Vries BrownCoachView Profile, Elienne De Vries BrownLaura MeredithChief Operations OfficerView Profile, Laura MeredithTrey SmithResource Planning ManagerView Profile, Trey Smith