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 ServicesBusiness ManagerJul 22 - PresentCreative PlanningChannel Sales Manager, Construction & Real Estate at Creative Planning LLCJul 23- Jul 24Onward Technologies IncDirector, Managed ServicesDec 10- Oct 16
Keith HegartyDebt And Capital AdvisoryView Profile, keith hegartyNick BudincichHead Of Strategic Partnerships Financial InstitutionsView Profile, nick budincichRebecca BosworthSenior Director Financial ReportingView Profile, rebecca bosworth