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 Planning Business ServicesPayroll Finance ManagerMay 22 - PresentWurkStrategic PartnerJul 20- May 22
Jeanna Heard MurphyAssociateView Profile, jeanna heard murphyAngela TumwaAudit DirectorView Profile, angela tumwaEric SchmittouFinancial AdvisorView Profile, eric schmittou