Account Type******** *******Account Owner***** ***Account Opps/Deals*** ******Closed Won • Oct 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
Michelle TrauschVice President Corporate Service Staffing Accounting OperationsView Profile, michelle trauschMichael BoeckingChief Investment OfficerView Profile, michael boeckingDavid HarperCFO Curve UK LtdView Profile, david harper