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 Business ServicesAudit Shareholder at BerganKDV and Partner at Creative PlanningJul 04 - Present
Tess LanzaEvents And Executive Office AdministrationView Profile, tess lanzaLisa RollinsSenior LMS Administrator And Instructional DesignerView Profile, lisa rollinsJen HowardExperience SpecialistView Profile, jen howard