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 PlanningGlobal Wealth ManagerJan 20 - PresentCreative Planning InternationalGlobal Wealth ManagerJan 19 - PresentPhillips 66Director - Planning and EconomicsJan 14- Jan 19
Katie ZarinskyRevenue Accounting ManagerView Profile, Katie ZarinskyMitchell HagenDirector Of FinanceView Profile, Mitchell HagenJennell BuffumLife And Health Insurance AgentView Profile, Jennell Buffum