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 ServicesFinancial Wellness ConsultantJul 23 - PresentCreative Planning Business ServicesSenior Education SpecialistDec 18- Jul 23Brown BrownCommunications SpecialistNov 13- Dec 18
Andy WaltersSettlments AdministratorView Profile, Andy WaltersJenny ChengAP Manager AccountantView Profile, Jenny ChengGerry MaCFOView Profile, Gerry Ma