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
Lakeside Simplicity LlcAccountantAug 24 - PresentCreative Planning Business ServicesStaff AccountantJun 22- Aug 24Cla CliftonlarsonallenInternJan 21- Apr 21
Dan WheelerHead Of FinanceView Profile, Dan WheelerAdrian DaviesAdrian Davies Experience Financial Planning Partner PracticeView Profile, Adrian DaviesMaurice BaierSenior Manager Project FinanceView Profile, Maurice Baier