Account Type*** ***Account Owner***** ********Account Opps/Deals**** *******Closed Won • Mar 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