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
ThriventFinancial AssociateDec 18 - PresentAmeriprise Financial Services LlcFinancial AdvisorNov 14- Jul 17U S Bancorp Investments IncRegistered Sales AssistantAug 05- Nov 14
Omar Al KhinInvestment Research Associate Global Asset AllocationView Profile, Omar Al KhinKatie WilsonBillingView Profile, Katie WilsonAndrea Judith MathewsAssociate Strategic Finance R DView Profile, Andrea Judith Mathews