Account Type*** ********Account Owner******** ******Account Opps/Deals**** ******Closed Won • Dec 24**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 - PresentCognios CapitalChief Compliance OfficerSep 14- Aug 17
Lloyd KellyEAP Counsellor At Spectrum LifeView Profile, lloyd kellyJonathan Hjelholt JensenHead Of Legal ComplianceView Profile, jonathan hjelholt jensenChen ItzhakiLitigation AssociateView Profile, chen itzhaki