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
Edward JonesField Compliance DirectorFeb 15 - PresentUsaaFinancial AdvisorJun 06- Feb 15Ameriprise Financial Services LlcCompliance SupervisorApr 05- Jun 06
Amy CarrSVP Global Fee ManagementView Profile, Amy CarrTan NuchkasemManaging Director Co Head Of ResearchView Profile, Tan NuchkasemLaurie GiammonaExecutive Vice President Chief Customer OfficerView Profile, Laurie Giammona