Account Type****** ********Account Owner***** ********Account Opps/Deals**** *****Closed Won • Jan 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Bluestem Wealth PartnersFinancial Advisor & Chief Operating OfficerNov 20 - PresentAmeriprise Financial Services LlcFinancial Advisor/Chief Operating OfficerJul 19- Feb 23Columbia Threadneedle Investments UsVice President, National Accounts - Strategic RelationsMay 10- Jul 19
Suman RajuChief Financial OfficerView Profile, Suman RajuReggie AlouidorVice President FinanceView Profile, Reggie AlouidorColleen ShannonChief Financial OfficerView Profile, Colleen Shannon