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 Planning Business ServicesBusiness Accounting Services DirectorJul 06 - PresentCetera Investment Services LlcStaff AccountantMay 99- Jul 01
Deven ModhaSVP Finance And AccountsView Profile, Deven ModhaLexa NamVice President Of AccountingView Profile, Lexa NamSofia MichisVice President ControllerView Profile, Sofia Michis