Account Type*** ****Account Owner*** ********Account Opps/Deals***** ****Closed Won • Jan 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
Dr Jochen CasselManaging Director CFOView Profile, Dr Jochen CasselPuja RiosPresident COOView Profile, Puja RiosAdam PileDirectorView Profile, Adam Pile