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 PlanningProgram ManagerJun 23 - PresentCreative Planning Business ServicesOperations AssociateApr 11- Aug 23
Andy ConsuegraCEOView Profile, Andy ConsuegraYoni LaviCo CEO At Blue DotView Profile, Yoni LaviAaron QuinnCTO FounderView Profile, Aaron Quinn