Account Type***** ******Account Owner******** ******Account Opps/Deals***** ****Closed Won • Dec 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
Paul CerteauxResponsable Commercial Grands Comptes BFAView Profile, paul certeauxAndy ClarkFinancial Controller Accounting ManagerView Profile, andy clarkCaryn PoissonDirector Financial OperationsView Profile, caryn poisson