Account Type****** *****Account Owner******* *****Account Opps/Deals***** ********Closed Won • Mar 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Creative Planning Business ServicesPartner / Director of SalesMay 22 - PresentCpa ComSenior Enterprise Account Executive | AICPA Client Accounting Services Workshop Facilitator Oct 16- May 22Thomson ReutersSenior Account Representative | AdvisorDec 97- Oct 16
Jacqueline Tejeda CarnotInformation Technology Director Pharma Large MarketsView Profile, Jacqueline Tejeda CarnotLesley NispelNorth America Advisory Services DirectorView Profile, Lesley NispelDale RossanDirector Enterprise SalesView Profile, Dale Rossan