Account Type**** ******Account Owner****** ********Account Opps/Deals**** ********Closed Won • Nov 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 | Managing DirectorSep 10 - PresentMorgan StanleyVice PresidentSep 97- Sep 10WptvProducerOct 93- Sep 96
Michael BartelChief Financial Officer Of The First Analysis FundsView Profile, michael bartelIsaiah Thomas AndreulaSenior Director Financial Planning ConsultationView Profile, isaiah thomas andreulaRichard MelkeChief Financial OfficerView Profile, richard melke