Account Type******** *****Account Owner******** ***Account Opps/Deals******** *****Closed Won • Nov 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
Brian KleinhanzlManaging Director Large Cap Banks ResearchView Profile, brian kleinhanzlJeffrey ShaverChief Financial OfficerView Profile, jeffrey shaverStacey FantomSenior Vice President Financial AdvisorView Profile, stacey fantom