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 ServicesBusiness Accounting Services DirectorJul 06 - PresentCetera Investment Services LlcStaff AccountantMay 99- Jul 01
Julie StilesDirector Tax ComplianceView Profile, julie stilesBerna BanzonManaging Director Consumer Lending Default ManagementView Profile, berna banzonDoug BVP FinanceView Profile, doug b.