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 AdvisorSep 12 - PresentLpl FinancialExecutive AsssociateSep 10- Sep 12HalosourceMicrobiologistJan 05- Sep 10
Caspar TrenchardInvestment DirectorView Profile, Caspar TrenchardStephen LCFOView Profile, Stephen LKai BertilrudFinancial AdvisorView Profile, Kai Bertilrud