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 ServicesManaging Director- Business AdvisoryApr 24 - PresentHigh Ridge Partners LlcManaging DirectorMay 18- Apr 24Plante MoranAssurance StaffAug 16- May 18
Stephanie LooiCountry General ManagerView Profile, Stephanie LooiGuy NeumannDirector Global Business Development At WebbingView Profile, Guy NeumannSam GrimleyHead Of Partnerships InternationalView Profile, Sam Grimley