Account Type******** ********Account Owner******* ******Account Opps/Deals*** ****Closed Won • Feb 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
Richard SalmonFinanceView Profile, Richard SalmonJohn CoillDirector FP AView Profile, John CoillFirdaus KhanSr Finance ManagerView Profile, Firdaus Khan