Trisha Smith, Creative Planning Business Services

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Last interaction was ** days ago.

******* and ***** are the closest.

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Account Type******** ***

Account Owner**** *******

Account Opps/Deals

***** ******

Closed Won • Feb 25

**K $

Closed

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**** ******

Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

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