Account Type****** *******Account Owner**** *****Account Opps/Deals**** ***Closed Won • Dec 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
David Michael RobinsonSenior Director Digital Operations Born Digital PracticeView Profile, david michael robinsonKyle LandrumVP Client OperationsView Profile, kyle landrumTonya DuffyExecutive Vice President Of Business OperationsView Profile, tonya duffy