Account Type**** ******Account Owner******** ********Account Opps/Deals****** ********Closed Won • Nov 24****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
Allison GouldAccountantView Profile, allison gouldTheo PoldermanControllerView Profile, theo poldermanDavid Dave ClarkCFOView Profile, david (dave) clark