Account Type****** ***Account Owner***** ******Account Opps/Deals***** *****Closed Won • Dec 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Ameriprise Financial Services LlcVice President-Executive Services and Client Resolution GroupJan 11 - PresentAmerican Express Financial AdvisorsRegional Sales DirectorDec 99- Dec 05
Jeffrey J BowleyManaging PartnerView Profile, jeffrey j. bowleyPeter ChopraFounder And CEOView Profile, peter chopraMark JonesChief Executive OfficerView Profile, mark jones