Account Type******** *******Account Owner******* ******Account Opps/Deals*** ****Closed Won • Dec 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
James DerhamVP Of ImplementaionView Profile, james derhamStephen MuellerVice President Air Force ProgramsView Profile, stephen muellerHeike GrueterExecutive Assistant Customer Business DevelopmentView Profile, heike grueter