Account Type***** ***Account Owner******* ****Account Opps/Deals****** *******Closed Won • Nov 24**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
Vishal KamdarVice President Finance OperationsView Profile, vishal kamdarRob KumerPresident Chief Investment OfficerView Profile, rob kumerGarrett PhillipsChief Financial OfficerView Profile, garrett phillips