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 Capital Wealth Management GroupDirector of Advanced PlanningOct 24 - PresentEmoney AdvisorAccount ManagerJul 15- Oct 24Olive GardenServerSep 14- Feb 15
Marcel ScheringaSenior Management ConsultantView Profile, Marcel ScheringaMarius LuxStartup ConsultantView Profile, Marius LuxPaul WatkinsCX StrategistView Profile, Paul Watkins