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 Planning Business ServicesAudit AssociateMay 23 - PresentEdward JonesTax Co-Op studentDec 21- Apr 22
Shawn SimancasCorporate AccountingView Profile, shawn simancasElaine LiuInvestment ProfessionalView Profile, elaine liuMelissa TaylorAccounts Receivable Accounts Payable SpecialistView Profile, melissa taylor