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
Ameriprise Financial Services LlcPrivate Wealth Advisor, Managing DirectorSep 19 - PresentWells Fargo AdvisorsSenior Financial AdvisorMar 03- Sep 19Edward JonesFinancial AdvisorJan 00- Jan 03
Cesar OliveraVice President Senior Business Banking ManagerView Profile, Cesar OliveraShibahn Singh RoddaManaging Director Fixed IncomeView Profile, Shibahn Singh RoddaSteven ChaseCFO SVPView Profile, Steven Chase