Account Type*** ****Account Owner**** ********Account Opps/Deals****** *******Closed Won • Nov 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Creative PlanningDirector of Real EstateJul 23 - PresentCreative Planning Business ServicesDirector of AdministrationDec 02- Jul 23
Ravi PuvvalaGeneral ManagerView Profile, ravi puvvalaJoseph FavilaClassification And Certification Section ChiefView Profile, joseph favilaJason TylmanLearning AdministratorView Profile, jason tylman