Account Type******** *******Account Owner******** *******Account Opps/Deals******* *******Closed Won • May 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