Account Type******** ********Account Owner******* *******Account Opps/Deals****** ***Closed Won • Feb 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
Raequel StrongsAccountant IIView Profile, Raequel StrongsGraham KettleHead Cash And Liquidty Management Operations EMEA APACView Profile, Graham KettleTarun ThomasFinancial AnalystView Profile, Tarun Thomas