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
University Of California Irvine Division Of Continuing EducationInstructorJan 18 - PresentCreative PlanningPartner & Private Wealth Manager, MBA, CFP®Jan 17 - Present
Stacy SpielmanOwnerView Profile, stacy spielmanMelanie BuitendykSr Director Biostatistical ConsultingView Profile, melanie buitendykAurelio HerreraManager Partner ProgramsView Profile, aurelio herrera