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
Morgan StanleySenior Vice President / Financial Advisor, CRPC®Sep 20 - PresentAmeriprise Financial Services LlcBranch ManagerMay 09- Sep 20Smith BarneyFinancial AdvisorAug 03- May 09
Ian MillerFinancial Consultant Financial Architect Fractional CFOView Profile, Ian MillerWayne SpivakPresident And Chief Financial OfficerView Profile, Wayne SpivakTravis PoulosRegional Vice PresidentView Profile, Travis Poulos