Lisandro Ortiz, Creative Planning | Find your best path for intro

Lisandro Ortiz

Tax Intern

🏢 Job Change

(a month ago)

Creative Planning

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type*** ********

Account Owner****** *****

Account Opps/Deals

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Closed Won • Dec 24

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Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Lisandros’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Lisandros’ Past Experience

Creative Planning
Tax Intern
Jan 25 - Present
Investment Banking Club Ibc
Member
Sep 23 - Present
SEO Sponsors For Educational Opportunity
Alternative Investments and Investment Banking (AIIB) SEO Edge Participant
Jun 23 - Present

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