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
Savant Wealth ManagementCustomer Service RepresentativeNov 23 - PresentMinistry BrandsCustomer Service, Training, Integration, & House Account SpecialistMar 16- Nov 22The Wealth EditConsultantAug 20- Apr 22
Mason LambertCustomer SupportView Profile, mason lambertSarah OhanlonPayroll SupportView Profile, sarah o'hanlonEric DelpratoConseiller A La ClienteleView Profile, eric delprato