Account Type******** ********Account Owner*** ****Account Opps/Deals****** ******Closed Won • Dec 24****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
Luca LeonardiAccount Representative Bancassurance PartnershipsView Profile, luca leonardiFrank FlanaganBusiness Development Team LeadView Profile, frank flanaganDan FrankChief Revenue OfficerView Profile, dan frank