Account Type******* ****Account Owner*** *****Account Opps/Deals*** ******Closed Won • Aug 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
Henry WeinsteinInvestment PrincipalView Profile, henry weinsteinGarnet Norwood IiEmbedded Risk ManagerView Profile, garnet norwood iiSalman AhmedChief Investment OfficerView Profile, salman ahmed