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
Mercer AdvisorsRegional Vice President at Mercer AdvisorsSep 24 - PresentAmeriprise Financial Services LlcManager Sales Supervision Oct 23- Oct 24Charles SchwabVP - Branch ManagerFeb 19- Jun 23
Nick MansourSenior Vice President Sales AmericasView Profile, Nick MansourJoe McmullenDivision Vice PresidentView Profile, Joe McmullenLyndon BrookesPartnerships ExecutiveView Profile, Lyndon Brookes