Account Type****** *******Account Owner***** *******Account Opps/Deals******* ******Closed Won • Nov 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 LlcFinancial Advisor, Senior Vice President | Gaudino & KutzMar 24 - PresentMayflower AdvisorsWealth ManagerFeb 20- Feb 24Mfs Investment ManagementRegional Sales Representative | Boston & New York MarketsOct 15- Feb 20
Nicolas LongprePresident Financial AdvisorView Profile, nicolas longpreOrit Tesler LevyCFO At RAD Data CommunicationsView Profile, orit tesler levyChip ColeVice President Property CasualtyView Profile, chip cole