Account Type****** ******Account Owner**** *******Account Opps/Deals***** *******Closed Won • Mar 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
Jerome JoszChief Financial OfficerView Profile, Jerome JoszMary WinterChief Financial OfficerView Profile, Mary WinterMary BarrancoVice President And Corporate ControllerView Profile, Mary Barranco