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
Oakheart Financial Group A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcFinancial AdvisorFeb 02 - PresentAmeriprise Financial Services LlcParaplannerFeb 01- Apr 13
Dylan VersprilleInvestment ProfessionalView Profile, Dylan VersprilleKateryna KhlyebnikovaHead Of Finance In UkraineView Profile, Kateryna KhlyebnikovaAlan BakerSupervisor Accounts PayableView Profile, Alan Baker