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
Creative Planning Business ServicesOutsourced Accounting & Payroll Administrative AssistantDec 20 - PresentStearns Bank N AAccounts Payable / Accounting AssociateJul 18- May 20
Max ZuckerAssociate Wealth Management Operations Risk And ControlView Profile, max zuckerBrianna KaminskyStaff 1 AccountantView Profile, brianna kaminskySbitri LeilaTCView Profile, sbitri leila