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
Creative PlanningCompliance ExecutiveSep 17 - PresentCreative Planning Trust CompanyBoard ChairJan 22 - Present
Margaret FarinellaDirector Head Of People And Legal Risk Operational RiskView Profile, Margaret FarinellaPaulus MerksPartnerView Profile, Paulus MerksCarol BroslawContract Meeting And Event PlannerView Profile, Carol Broslaw