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
Heritage Wealth AdvisorsFinancial AdvisorSep 23 - PresentAmeriprise Financial Services LlcSVP, Operations - Advice & Wealth ManagementJan 13- Apr 22
Simon Nutbrown AcmaInterim CFOView Profile, simon nutbrown acmaElie OjalvoEquity Research Associate InternView Profile, elie ojalvoKavinan KirubendranGraduate EconomistView Profile, kavinan kirubendran