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 PlanningPrivate Wealth ManagerApr 24 - PresentRobinhoodHead of Operational Excellence and Executive OfficeAug 20- Feb 24Fidelity InvestmentsVice President - SalesJan 01- Aug 20
Lucy DesmondInvestor Relations CoordinatorView Profile, lucy desmondAngie DouglasVirtual CFO Tax ManagerView Profile, angie douglasTara SuttonCollections SpecialistView Profile, tara sutton