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 Retirement ServicesPartner, Managing Director Jan 23- May 24LocktonSenior Vice PresidentJan 04- Jan 22
Stephanie PitticasVice Principal InternationalisationView Profile, Stephanie PitticasKevin SaundersDirector Of Business DevelopmentView Profile, Kevin SaundersScott CrossmanRetired Sr Director Partner Development ProgramsView Profile, Scott Crossman