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 Retirement ServicesPartner, Managing Director Jan 23- May 24LocktonSenior Vice PresidentJan 04- Jan 22
Heather ArnoldRegional Business Director WestView Profile, heather arnoldKelly StevensonDirector Of Transition ManagementView Profile, kelly stevensonRashi MaskaraSenior Director Of Growth RetentionView Profile, rashi maskara