Account Type***** ******Account Owner****** ****Account Opps/Deals****** *******Closed Won • Feb 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
Cara PictonDirector Of Growth And OperationsView Profile, Cara PictonDaniel DevallHead Of Business DevelopmentView Profile, Daniel DevallRuss ReinboldDirector Of Global AlliancesView Profile, Russ Reinbold