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 ServicesPayroll Implementation SpecialistApr 22 - PresentWells FargoBusiness Support ConsultantMar 06- May 22
Gilad PinhasPartnerView Profile, gilad pinhasPatrick ByrnesVice PresidentView Profile, patrick byrnesJoe BankerManaging DirectorView Profile, joe banker