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
RantizoChief Financial OfficerJul 23 - PresentCreative Planning Business ServicesAssurance SeniorJul 15- Nov 18
David McmurdoChief Underwriting OfficerView Profile, David McmurdoRoi KindChief Financial OfficerView Profile, Roi KindMichael LeonardChief Financial OfficerView Profile, Michael Leonard