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
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
Nabil LauderVice President BFSI EMEAView Profile, Nabil LauderJoshua FernVice President Investment Asset ManagementView Profile, Joshua FernMatt DonohueFounder Chief Financial OfficerView Profile, Matt Donohue