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
Angela WeidenVice President Of Finance AdministrationView Profile, Angela WeidenMichelle HoppockFinancial Solutions ExecutiveView Profile, Michelle HoppockLisa SchneiderManaging Director Non Profits Healthcare SystemsView Profile, Lisa Schneider