Account Type******* *****Account Owner******** ******Account Opps/Deals******** ******Closed Won • Oct 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
Sheenal PatelPrincipal Chief Of Staff To The CFOView Profile, sheenal patelEd Chetan EdwinDirector Gift Estate PlanningView Profile, ed chetan edwinJoanna MunierCorporate ControllerView Profile, joanna munier