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 ServicesPayroll SpecialistMay 12 - PresentEau Claire CountyPayroll and Benefits SpecialistAug 83- Feb 12
Jayne PongFinancial Planning And Analysis ManagerView Profile, jayne pongSarit HorowitzFP A Department ManagerView Profile, sarit horowitzJames ScottIncoming Investment Banking AnalystView Profile, james scott