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 PlanningChannel Sales Manager at Creative Planning | Business Services & Wealth Management Jul 23 - PresentCreative Planning Business ServicesChannel Sales Leader - Healthcare & Dealer Network Nov 18 - PresentNetstandardChannel Development ManagerJul 09- Feb 18
Emily CraneStrategic Alliance Sales Director CRE AWSView Profile, emily craneJj LaneDirector Business DevelopmentView Profile, jj laneAndrew BabbageNew Projects DirectorView Profile, andrew babbage