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 StaffJul 23 - PresentSt Cloud State UniversityOffice AssistantJan 22 - Present
Sami LatsamritSenior AccountantView Profile, sami latsamritJill WilkeningInvestment Director Private Debt OriginationView Profile, jill wilkeningAndrew HerrickAccountantView Profile, andrew herrick