Account Type*** ****Account Owner****** *******Account Opps/Deals*** ********Closed Won • Feb 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Creative Planning Business ServicesBusiness ManagerJul 22 - PresentCreative PlanningChannel Sales Manager, Construction & Real Estate at Creative Planning LLCJul 23- Jul 24Onward Technologies IncDirector, Managed ServicesDec 10- Oct 16
Jorge De LeonGlobal Finance ManagerView Profile, Jorge De LeonMartin OlsovskyFinance DirectorView Profile, Martin OlsovskyVicki GottliebCorporate AdministratorView Profile, Vicki Gottlieb