Account Type******** ****Account Owner*** *******Account Opps/Deals***** *******Closed Won • Aug 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
Angus Leslie MelvilleEditorial DirectorView Profile, angus leslie melvilleJoseph PetonakAVP Provider Network ManagementView Profile, joseph petonakCarl SandstromBusiness Projects ManagerView Profile, carl sandstrom