Account Type*** ***Account Owner******** ********Account Opps/Deals*** ***Closed Won • Jan 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
Jennifer WilkinsFlex DivisonView Profile, Jennifer WilkinsMark KlotkaOpen To OpportunitiesView Profile, Mark KlotkaArmando MoraTechnical Implementation EngineerView Profile, Armando Mora