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
ThriventFinancial AdvisorNov 23 - PresentAmeriprise Financial Services LlcFinancial AdvisorMay 23- Nov 23Prudential FinancialFinancial AdvisorMay 15- Dec 18
Erick MelonAssistant ControllerView Profile, Erick MelonSiobhan PrenticeTreasury AnalystView Profile, Siobhan PrenticeSudhir MaganFinance Operations ManagerView Profile, Sudhir Magan