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
Envisage Wealth A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcFinancial Planning SpecialistJan 23 - PresentOtterbein UniversityAdjunct LecturerJun 22 - PresentCorporate One Federal Credit UnionVP. Key Accounts StrategistJun 20- Apr 22
Madelaine CaccavelliAssistant ControllerView Profile, madelaine caccavelliAustin JohnsonAssistant ControllerView Profile, austin johnsonTomer TaggartInvestorView Profile, tomer taggart