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 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
Jess DauchyConsulting Chief Financial OfficerView Profile, Jess DauchyStuart MatsudaVP Loan OfficerView Profile, Stuart MatsudaKaren BauerVice President Investor Relations Corporate Strategy TreasurerView Profile, Karen Bauer