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
U S BankPortfolio Manager/Investment AnalystAug 19 - PresentAmeriprise Financial Services LlcFinancial Planning AnalystJun 13- Jun 19
Brianna YacubAccounting Team LeadView Profile, brianna yacubHenry WeinsteinInvestment PrincipalView Profile, henry weinsteinAngela BeltchenkoAccount Specialist LeaderView Profile, angela beltchenko