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
Vista Way AdvisorsOwner | Director, Wealth ManagementJan 23 - PresentAmeriprise Financial Services LlcFinancial AdvisorJun 19- Dec 22Columbia Threadneedle Investments UsAdvisor ConsultantApr 15- Jun 19
Renato AntunesFinance Transformation Senior DirectorView Profile, Renato AntunesAndrew RaynerVp TreasuryView Profile, Andrew RaynerBailey FallsSVP Credit Risk Exec Asset Based LendingView Profile, Bailey Falls