Jeff Gorman, Creative Planning Business Services

Jeff Gorman

Management Consultant Investment Banker

Creative Planning Business Services

View your organizations’ collective activity with Jeff to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and *** are the closest.

View Jeffs’ CRM data to get more info on their experience with your organization

Account Type******* *******

Account Owner**** ******

Account Opps/Deals

**** ***

Closed Won • Dec 24

***K $

Closed

View Jeffs’ best path for intro to find the best way to reach out

****** ******

Past Champion

******** *******

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Jeff

******* *****

Worked in execs roles at *** together from 2021-2024

******* ******

Worked in the same department at *** together from 2021-2024

View people similar to Jeff based on experience