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 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
Gloria PearceSenior Director Platform OperationsView Profile, Gloria PearceTom LiddellManaging DirectorView Profile, Tom LiddellPaul GallVice President Of LogisticsView Profile, Paul Gall