Account Type***** ********Account Owner******* *****Account Opps/Deals****** ****Closed Won • Jan 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Vista Way AdvisorsOwner | Director, Wealth ManagementJan 23 - PresentAmeriprise Financial Services LlcFinancial AdvisorJun 19- Dec 22Columbia Threadneedle Investments UsAdvisor ConsultantApr 15- Jun 19
Gloria EleonuSenior Vice President Consumer Banking Operations ManagerView Profile, Gloria EleonuMaria MoralesChief Financial OfficerView Profile, Maria MoralesSamuel WoodcockChief Financial OfficerView Profile, Samuel Woodcock