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
Heritage Wealth AdvisorsFinancial AdvisorSep 23 - PresentAmeriprise Financial Services LlcSVP, Operations - Advice & Wealth ManagementJan 13- Apr 22
Diedra YousefadehSenior AccountantView Profile, diedra yousefadehRichard ChanAssociateView Profile, richard chanHoward LanSenior AccountantView Profile, howard lan