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
RantizoChief Financial OfficerJul 23 - PresentCreative Planning Business ServicesAssurance SeniorJul 15- Nov 18
Irene Garcia OrdonezVP Of FinanceView Profile, Irene Garcia OrdonezJohn DineManaging Director Global Wealth ManagementView Profile, John DineBrett LittleChief Financial OfficerView Profile, Brett Little