Account Type******* *******Account Owner*** *******Account Opps/Deals*** *******Closed Won • Nov 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Ameriprise Financial Services LlcFinancial Advisor, Managing DirectorAug 19 - PresentWells Fargo AdvisorsFinancial AdvisorFeb 99- Aug 19
Elise HarmonDirector Investor EventsView Profile, elise harmonKate LoweHead Of Global Link FXView Profile, kate loweHen FuxHead Of D O InsuranceView Profile, hen fux