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 Planning Business ServicesTax InternJan 24 - PresentLincoln Savings BankAccounting InternJan 22- May 23Wartburg CollegeInformation Desk Student ManagerAug 20- Mar 22
Arthur MasonGeneral ManagerView Profile, arthur masonShannon DoucetteManaging DirectorView Profile, shannon doucetteDanielle DayballDelivery Performance CoordinatorView Profile, danielle dayball