Account Type****** ******Account Owner*** ******Account Opps/Deals******** ***Closed Won • Mar 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
Michael PeloquinPartnerView Profile, Michael PeloquinNeil ScottBusiness Owner And Senior Producer DirectorView Profile, Neil ScottJoseph GalloSenior Vice PresidentView Profile, Joseph Gallo