Account Type******** ****Account Owner******* ****Account Opps/Deals******* ******Closed Won • Dec 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 ServicesPartner, Director of Specialty Tax ServicesSep 19 - PresentCla CliftonlarsonallenSenior ManagerJul 98- Sep 13
Scott HodgkinsExecutive Vice President Chief Financial Administrative OfficerView Profile, scott hodgkinsDerek SwanVice President Hedge Fund Services At Northern Trust Asset ServicingView Profile, derek swanEric CaldwellVice President Of FinanceView Profile, eric caldwell