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 ServicesPartner, Director of Specialty Tax ServicesSep 19 - PresentCla CliftonlarsonallenSenior ManagerJul 98- Sep 13
Patrick StubbsChief Financial OfficerView Profile, patrick stubbsMichele Dejong ReillyVP Of Mortgage LendingView Profile, michele dejong reillyJustin ChambersSenior Finance Manager Asia PacificView Profile, justin chambers