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 ServicesPartner | Business AdvisorAug 19 - PresentTracfaxVice PresidentFeb 18- Jun 19Rsm Us LlpDirectorJan 94- Jan 05
Alex SmoligovetsIndependent Strategy ConsultantView Profile, Alex SmoligovetsRalph CoxStrategistView Profile, Ralph CoxBen WagnerConsumer Lending Strategy SpecialistView Profile, Ben Wagner