Account Type***** ***Account Owner****** ***Account Opps/Deals**** ***Closed Won • Aug 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 LlcBusiness Operations Manager at Marblestone WealthJan 10 - PresentRbc Wealth ManagementOperations Supervisor, AVPJan 02- Dec 09
Cory CollettSenior Practice Growth ConsultantView Profile, cory collettJoey Alagna ☁Founders Dining Room WaiterView Profile, joey alagna ☁Tessa BarronChief Marketing OfficerView Profile, tessa barron