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 PlanningGlobal Wealth ManagerJan 20 - PresentCreative Planning InternationalGlobal Wealth ManagerJan 19 - PresentPhillips 66Director - Planning and EconomicsJan 14- Jan 19
Sarah EvropejskaFinance Specialist OperationsView Profile, Sarah EvropejskaHarrison HarmerFinancial ControllerView Profile, Harrison HarmerGerry CartySenior Finance Business Partner Global ProgrammesView Profile, Gerry Carty