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 LlcSVP/COO - Head of Clearing OperationsJan 24 - PresentEquity Trust CompanyPresident and Chief Operating OfficerJan 21- Jan 24Equity Advisor Solutions LlcChief Executive OfficerJan 21- Jan 24
Johanna CapSenior Vice President Wealth Content StrategyView Profile, Johanna CapJanis NantzRetiredView Profile, Janis NantzWortham ByronSR VP Sales Marketing And Product DevelopmentView Profile, Wortham Byron