Account Type**** ****Account Owner*** ***Account Opps/Deals****** ***Closed Won • Jul 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Creative Planning Retirement ServicesManaging Director Oct 22 - PresentNorth Pier Search ConsultingSenior Consultant I OCIO 3(38) Investment Consultant Search & EvaluationJan 20- Feb 21Wells FargoVice President Institutional RetirementApr 03- Sep 05
Maliaki RodgersDirector Of Training Quality PerformanceView Profile, maliaki rodgersDavid FitchU S Security Lead Communications Media Technology Client GroupView Profile, david fitchJustin SmorawskeCGO PartnerView Profile, justin smorawske