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
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
Kathy DawsonFractional CFOView Profile, Kathy DawsonAmita TomkoriaVP Head Of Investor Relations TreasuryView Profile, Amita TomkoriaAndrew MaherVice President FinanceView Profile, Andrew Maher