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
Morgan StanleyVice President, Consulting Group Advisory DirectorOct 18 - PresentMassmutualRegional Director - Financial Planning & AdviceFeb 17- Oct 18Ameriprise Financial Services LlcRegional Sales Director, Advisor Business Development GroupNov 13- Feb 17
Jim DowlingRenewable Electrical DirectorView Profile, jim dowlingBrian LohseGM Commercial Business UnitView Profile, brian lohseCherice SchmidtExecutive Vice President Global Client Services And Shared DeliveryView Profile, cherice schmidt