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 PlanningManaging DirectorMar 21 - PresentPark Sutton Advisors A Waller Helms CompanyManaging DirectorMay 17- Mar 21
Moulshree KohliSenior Manager Peer Review ServicesView Profile, Moulshree KohliAaron VerbetenAssistant Director Distribution PerformanceView Profile, Aaron VerbetenOhad EdryProject ManagerView Profile, Ohad Edry