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
Creative PlanningPartner / Managing DirectorJul 23 - PresentCreative Planning Business ServicesManaging Director for the North Region of Wealth Management - Senior Wealth Advisor - ShareholderMar 11- Jan 24
Peter LiebigVP Of TechnologyView Profile, Peter LiebigKristen NolanBoard MemberView Profile, Kristen NolanRika TanakaFounderView Profile, Rika Tanaka