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
Ameriprise Financial Services LlcPrivate Wealth Advisor, Managing DirectorSep 19 - PresentWells Fargo AdvisorsSenior Financial AdvisorMar 03- Sep 19Edward JonesFinancial AdvisorJan 00- Jan 03
Karen McarthurMinister Of Stewardship And FinanceView Profile, Karen McarthurHadas FinkelmanChief Financial OfficerView Profile, Hadas FinkelmanAlonso Benavides PanizoSVP Of FinanceView Profile, Alonso Benavides Panizo