Account Type***** ****Account Owner***** *****Account Opps/Deals******** *****Closed Won • Feb 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
Laird EickmeyerVice PresidentView Profile, Laird EickmeyerAmber Mahin HammondExecutive Director Pacific SouthwestView Profile, Amber Mahin HammondDavid RosenbergerVice PresidentView Profile, David Rosenberger