Account Type******** *****Account Owner******** ***Account Opps/Deals*** ********Closed Won • Feb 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Creative PlanningSenior Investment ManagerOct 20- Mar 25Waddell ReedSenior Client & Adviser Services Support RepresentativeSep 10- Jan 20La Petite AcademyLead InstructorJan 08- Sep 10
Klaudia LuszczakP 2 P Co E Senior AnalystView Profile, Klaudia LuszczakPearl ArellanoSr Corporate AccountantView Profile, Pearl ArellanoJim BraudawaySenior Manager FP AView Profile, Jim Braudaway