Account Type*** *****Account Owner*** ****Account Opps/Deals******** *******Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Savant Wealth ManagementAssociate Financial AdvisorNov 23 - PresentMinistry BrandsCustomer Service, Training, Integration, & House Account SpecialistMar 16- Nov 22The Wealth EditConsultantAug 20- Apr 22
Timothy SmithCertified Public AccountantView Profile, Timothy SmithMichael PaneloSenior AccountantView Profile, Michael PaneloManoj ChechaniDirector Of FinanceView Profile, Manoj Chechani