Team Management System
Adam Jones
Director of Technology • Division Management
Career Goals:
Test 12-2-34
Strong Skills
Learning
Interested In
Manages (6)
Alexandra Cortez
Client Success Manager
David Park
Security Analyst
Emily Watson
Systems Administrator
+3 more direct reports
Department Leader
Division Management
Department Leader
Alexandra Cortez
Client Success Manager • Client Success
Strong Skills
Interested In
Reports To
Adam Jones
Director of Technology
Department Leader
Client Success
Department Leader
Bob Dole
Client Success Manager • Client Success
Reports To
James Thompson
Cloud Engineer
David Park
Security Analyst • Security
Career Goals:
Test
Interested In
Reports To
Adam Jones
Director of Technology
Department Leader
Security
Department Leader
Emily Watson
Systems Administrator • Infrastructure
Career Goals:
Complete Azure Administrator certification. Develop Linux skills. Progress to Senior Systems Engineer.
Strong Skills
Interested In
Reports To
Adam Jones
Director of Technology
Department Leader
Professional Services
Department Leader
James Thompson
Cloud Engineer • Cloud Services
Career Goals:
Obtain AWS Solutions Architect certification. Lead DevOps practice development. Achieve Senior Cloud Architect position.
Strong Skills
Learning
Interested In
Reports To
Adam Jones
Director of Technology
Manages (2)
Client Success Manager
Lisa Martinez
Service Desk Technician I
Department Leader
Service Desk
Department Leader
Lisa Martinez
Service Desk Technician I • Service Desk
Career Goals:
Pass CompTIA A+ certification. Master Microsoft 365 administration. Advance to Service Desk Tech II.
Strong Skills
Learning
Interested In
Reports To
James Thompson
Cloud Engineer
Michael Rodriguez
Service Desk Technician II • Service Desk
Career Goals:
Complete Windows Server certification by Q4 2025. Transition to Service Desk Team Lead role within 12 months. Develop mentoring skills.
Strong Skills
Learning
Interested In
Reports To
Adam Jones
Director of Technology
Sarah Chen
Network Administrator • Infrastructure
Career Goals:
Achieve Azure Network Engineer certification. Move to Senior Network Engineer role. Lead larger infrastructure projects.
Strong Skills
Learning
Interested In
Reports To
Adam Jones
Director of Technology
Department Leader
Infrastructure
Department Leader
Test King
Client Success Manager • Client Success
| Name | Current Title | Department | |
|---|---|---|---|
|
AJ
Adam Jones adam.jones@creativeplanning.com |
Director of Technology | Division Management | |
|
AC
Alexandra Cortez alex@cp.tech |
Client Success Manager | Client Success | |
|
BD
Bob Dole bob.dole@cp.tech |
Client Success Manager | Client Success | |
|
DP
David Park dpark@yourmsp.com |
Security Analyst | Security | |
|
EW
Emily Watson ewatson@yourmsp.com |
Systems Administrator | Infrastructure | |
|
JT
James Thompson jthompson@yourmsp.com |
Cloud Engineer | Cloud Services | |
|
LM
Lisa Martinez lmartinez@yourmsp.com |
Service Desk Technician I | Service Desk | |
|
MR
Michael Rodriguez mrodriguez@yourmsp.com |
Service Desk Technician II | Service Desk | |
|
SC
Sarah Chen schen@yourmsp.com |
Network Administrator | Infrastructure | |
|
TK
Test King test.king@cp.tech |
Client Success Manager | Client Success |