Account Type*** *******Account Owner**** ******Account Opps/Deals**** ******Closed Won • Oct 24****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
Warwick FletcherChief Financial OfficerView Profile, warwick fletcherMarvin NoelVP Global Finance ControllerView Profile, marvin noelAndrew HoughtonChief Financial OfficerView Profile, andrew houghton