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 | Managing DirectorSep 10 - PresentMorgan StanleyVice PresidentSep 97- Sep 10WptvProducerOct 93- Sep 96
John TernesChief Financial OfficerView Profile, John TernesKevin FriedrichChief Financial OfficerView Profile, Kevin FriedrichSarah K SmithFirst Vice President Financial AdvisorView Profile, Sarah K Smith