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
ExnessClient Relationship ManagerJan 23 - PresentAltfest Personal Wealth ManagementFund AnalystJun 19- Apr 21Ameriprise Financial Services LlcFinancial Planning AssociateSep 18- May 19
Beverly AndersonCustomer Team ManagerView Profile, Beverly AndersonSam LivingstonCustomer Engagement ManagerView Profile, Sam LivingstonFrancesca FreemantleAccount ManagerView Profile, Francesca Freemantle