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
BoulaySenior Wealth Management AssociateJan 23 - PresentCreative Planning Business ServicesWealth Management InternMay 21- Aug 22Tommie Marketing ClubTreasurer/Director of OperationsDec 20- Jan 22
David SandersAssociate AccountantView Profile, david sandersShiwangi AgrawalPayroll AdministratorView Profile, shiwangi agrawalNeelesh MoorthyAssociateView Profile, neelesh moorthy