Account Type****** ********Account Owner**** ******Account Opps/Deals**** ********Closed Won • Jan 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 LlcPresident, Advice and Wealth Management Products and Service DeliveryJun 05 - PresentAmerican Express Financial AdvisorsSVP & GM, Banking, Brokerage & Managed ProductsApr 03- May 05
Monti Becker KellySVP Account ManagementView Profile, Monti Becker KellyAlfonso Munoz CarroDirector PlataformasView Profile, Alfonso Munoz CarroAshley FabianFounderView Profile, Ashley Fabian