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 PlanningFinancial PlannerApr 22 - PresentPrincipal Financial GroupBroker Dealer TraderNov 17- Apr 22AmeritasAdministrative AssistantSep 14- Nov 17
Matthew CapobiancoGlobal Financial Institutions Family Offices EMEAView Profile, Matthew CapobiancoTom HydesGroup Financial ControllerView Profile, Tom HydesKerry DigginsAccounting ClerkView Profile, Kerry Diggins