Account Type***** ******Account Owner***** ******Account Opps/Deals******** ***Closed Won • Aug 24***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 - PresentLocktonSenior Vice PresidentJan 04- Jan 22
Oliver SnowdenCo FounderView Profile, oliver snowdenMatt ShafikFounderView Profile, matt shafikSuzanne CostelloExecutive ManagerView Profile, suzanne costello