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 | Managing DirectorSep 10 - PresentMorgan StanleyVice PresidentSep 97- Sep 10WptvProducerOct 93- Sep 96
Bob SellersChief Financial OfficerView Profile, Bob SellersDave LeaverVP Of FinanceView Profile, Dave LeaverTrudy N FahieVice President Financial ServicesView Profile, Trudy N Fahie