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
BoulaySenior Wealth Management AssociateJan 23 - PresentCreative Planning Business ServicesWealth Management InternMay 21- Aug 22Tommie Marketing ClubTreasurer/Director of OperationsDec 20- Jan 22
Shelby DrenningAccounting ManagerView Profile, Shelby DrenningKelly DoreFP A ManagerView Profile, Kelly DoreMegan MastersStaff AccountantView Profile, Megan Masters