Account Type***** ******Account Owner*** ******Account Opps/Deals**** ****Closed Won • Oct 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 & Chief Operating Officer, Morgan Wealth Advisory GroupApr 14 - PresentCos Capitol Office SolutionsAccount ExecutiveOct 13- Apr 14Ameriprise Financial Services LlcRegion Vice President - InvestmentsAug 05- Jun 09
Elin LundstromChief Financial Officer Deputy CEOView Profile, elin lundströmKeith ShouseSenior Vice President Director Lending DefaultView Profile, keith shouseAdam PomerantzVP FinanceView Profile, adam pomerantz