Account Type***** ******Account Owner******* *****Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
U S BankMarket Leader | Colorado and New MexicoJun 21 - PresentJuncture Wealth Strategies LlcManaging Director (RIA)Jun 19- May 21Wells Fargo AdvisorsExecutive Director, Area ManagerJan 07- Apr 18
Kristen OxleySenior Channel Marketing ManagerView Profile, Kristen OxleyRitika GautamSenior Marketing SpecialistView Profile, Ritika GautamNicole Bercovici WeissSenior Digital Marketing ManagerView Profile, Nicole Bercovici Weiss