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
Heritage Wealth AdvisorsFinancial AdvisorSep 23 - PresentAmeriprise Financial Services LlcSVP, Operations - Advice & Wealth ManagementJan 13- Apr 22
Sandy LinSr Director Of FinanceView Profile, Sandy LinPayton IndelicatoAssociateView Profile, Payton IndelicatoSoon Young Daniella YeonAccounting SupervisorView Profile, Soon Young Daniella Yeon