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 Planning Business ServicesTax DirectorDec 16 - PresentClifton Gunderson LlpSenior ManagerJan 99- Jan 08Rsm Us LlpManagerJan 87- Jan 99
Henry Johnson JrCPAView Profile, Henry Johnson JrJeremy MurdenInternational Equity Portfolio SpecialistView Profile, Jeremy MurdenPeggy WangHead Of FinanceView Profile, Peggy Wang