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
Rfg AdvisoryIndependent Financial AdvisorAug 20 - PresentAmeriprise Financial Services LlcFinancial AdvisorJan 09- Mar 11Merrill LynchFinancial AdvisorJan 02- Jan 08
Terina GrayFinancial ControllerView Profile, terina grayShubham AgrawalAssociateView Profile, shubham agrawalLauren KhouzamAssociateView Profile, lauren khouzam