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 Capital Wealth Management GroupDirector of Advanced PlanningOct 24 - PresentEmoney AdvisorAccount ManagerJul 15- Oct 24Olive GardenServerSep 14- Feb 15
David SegalGlobal Business Head Digital Thread Connected Digital Enterprise CDEView Profile, david segalThomas ButtaChief Strategy Marketing OfficerView Profile, thomas buttaMatthew J DanielBoard Member Defense Business BoardView Profile, matthew j. daniel