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
Credo Wealth ManagementFounder and Senior Wealth AdvisorJul 19 - PresentUbsFirst Vice President - Wealth ManagementNov 02- Jul 19
Tim MccollumEditor In Chief Internal Auditor MagazineView Profile, tim mccollumBrian BartlettChief Financial Operating OfficerView Profile, brian bartlettAndrew DinwiddieCFO Insurance Wealth RetirementView Profile, andrew dinwiddie