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 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
Laura PearsallManaging EditorView Profile, laura pearsallToby Chapman Dawe 🐝Managing DirectorView Profile, toby chapman-dawe 🐝Derek LukacskoManager Client Network Pricing AnalyticsView Profile, derek lukacsko