Account Type******** ********Account Owner****** *****Account Opps/Deals******* ******Closed Won • Oct 24***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
Scott HirschTAM Service Line Portfolio Leader GMView Profile, scott hirschJohn WeeksSPM Consultant FounderView Profile, john weeksAnne GaynorExecutive Production AssociateView Profile, anne gaynor