Account Type***** *****Account Owner***** *******Account Opps/Deals****** ***Closed Won • Nov 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
CMC FinancialPresidentDec 15 - PresentRfg AdvisoryVice President, Wealth ManagerDec 15 - PresentAmeriprise Financial Services LlcAssociate Vice President, Financial AdvisorMar 09- Dec 15
John KingVP Portfolio ManagerView Profile, john kingLinh VSenior Director Business Process ManagerView Profile, linh v.Jeannie SimpeloCEO Northern California Allied Trades NCPFC And NCGMAView Profile, jeannie simpelo