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
DeloitteRisk and Financial Advisory Senior ConsultantNov 21 - PresentPncRisk Management SpecialistMay 13- Oct 21Ameriprise Financial Services LlcParaplannerDec 10- Jan 12
Adam FlaggManaging Partner Senior Wealth AdvisorView Profile, Adam FlaggDaryl NicholsonSenior Pension Audit ManagerView Profile, Daryl NicholsonSume Von BergDirector Of Finance And OperationsView Profile, Sume Von Berg