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 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
Taylor ElliottFounding Account ExecutiveView Profile, Taylor ElliottGarrett ConnollyEnterprise Account ExecutiveView Profile, Garrett ConnollyPatrick CliffordBusiness Development RepresentativeView Profile, Patrick Clifford