Account Type*** ******Account Owner*** *******Account Opps/Deals**** ********Closed Won • Feb 25****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Creative PlanningRetirement Plan ConsultantJan 22 - PresentBok FinancialVice President - Institutional Wealth Managment Apr 20- Nov 21The StandardRelationship Manager, Retirement Plan ServicesOct 07- Apr 20
Tariq F AzizManaging DirectorView Profile, Tariq F AzizNatali FreelingDirector Partnerships And ImpactView Profile, Natali FreelingMaxime NicolasPartnerView Profile, Maxime Nicolas