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 PlanningPartner / Managing DirectorJul 23 - PresentCreative Planning Business ServicesManaging Director for the North Region of Wealth Management - Senior Wealth Advisor - ShareholderMar 11- Jan 24
Michael L CampbellInterim Executive DirectorView Profile, michael l. campbellKarthik GaneshChief Executive OfficerView Profile, karthik ganeshDaniel GauglerVP Senior PrincipalView Profile, daniel gaugler