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 LlcVice President Head of Wealth Management ConsultantsJul 16 - PresentOppenheimerfundsSVP/National Sales ManagerAug 92- May 16
Jeffrey NasserRegional Vice PresidentView Profile, jeffrey nasserLynn MallettVP FinanceView Profile, lynn mallettDavid FloydChief Financial OfficerView Profile, david floyd