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 PlanningWealth ManagerDec 21 - PresentThe Doman GroupSenior Client Service AssociateJan 17- Dec 21Columbia UniversityAdjunct AssociateJan 18- Jan 19
Brett BergerPrivate Equity AssociateView Profile, brett bergerIsabelle RousselinComptable UniqueView Profile, isabelle rousselinDhwani BhavsarSr Accounts OfficerView Profile, dhwani bhavsar