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
Oakheart Financial Group A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcFinancial AdvisorFeb 02 - PresentAmeriprise Financial Services LlcParaplannerFeb 01- Apr 13
Stephanie RutterManagement AccountantView Profile, stephanie rutterAnna KordysiewiczSenior Tax AnalystView Profile, anna kordysiewiczJulia BackielAnalityk Danych FinansowychView Profile, julia backiel