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
Andrew ShererAssistant Vice President Asset ManagementView Profile, Andrew ShererGreg HerronSVP CFOView Profile, Greg HerronMarisa MillerSenior Vice President Client FinanceView Profile, Marisa Miller