Account Type******** ***Account Owner******** *****Account Opps/Deals****** ****Closed Won • Dec 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
Patrick ParragaAssociateView Profile, patrick parragaAlex MPayment Compliance AnalystView Profile, alex m.Jaimi WolfControllerView Profile, jaimi wolf