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
Morgan StanleyBusiness Development DirectorAug 20 - PresentAmeriprise Financial Services LlcBranch ManagerFeb 19- Aug 20Wells Fargo AdvisorsRegional Brokerage ManagerApr 10- Oct 15
Robert PuetzEnterprise Account ExecutiveView Profile, Robert PuetzRyan BoltDirector Of Sales EnablementView Profile, Ryan BoltAlan JacobsonLocal Delivery Route SalesView Profile, Alan Jacobson