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
Creative Planning Business ServicesStaff AuditorSep 14 - PresentSchlenner Wenner CoTax InternJan 14- Apr 14OatiFinance SpecialistOct 12- Dec 13
Briana GibeaultPayroll CoordinatorView Profile, briana gibeaultJay ParekhInvestorView Profile, jay parekhNir SabatoInvestorView Profile, nir sabato