Account Type******** ********Account Owner*** *******Account Opps/Deals****** *******Closed Won • Oct 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Creative PlanningSenior Compliance ManagerApr 21 - PresentSbsb Financial AdvisorsManager | ComplianceJan 05- Apr 21
Adam JablonDeputy General CounselView Profile, adam jablonMichal ZeichnerLegal CounselView Profile, michal zeichnerSamantha KoteySenior Corporate CounselView Profile, samantha kotey