Account Type***** ****Account Owner**** ****Account Opps/Deals*** ***Closed Won • Aug 24***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
Paul GillespieSenior Vice President Dealer ServicesView Profile, paul gillespieSteven BryertonSVP Of SalesView Profile, steven bryertonAnsley HilesVice President Of Business DevelopmentView Profile, ansley hiles