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
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
Charlene SandersExecutive UnderwriterView Profile, Charlene SandersSteve BachChief Financial OfficerView Profile, Steve BachJohn ClossChief Financial OfficerView Profile, John Closs