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
Creative PlanningCompliance ExecutiveSep 17 - PresentCreative Planning Trust CompanyBoard ChairJan 22 - Present
Ivan IvanovCompliance AnalystView Profile, Ivan IvanovEdward LCompliance OfficerView Profile, Edward LLilana SadomskayaPersonal Injury ParalegalView Profile, Lilana Sadomskaya