Account Type****** ****Account Owner******* *****Account Opps/Deals****** *****Closed Won • Mar 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, Comerica Financial AdvisorsNov 23 - PresentComerica BankSenior Financial ConsultantJan 98- Jul 24Great Western BankAssistant Branch ManagerJan 94- Jan 96