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
Beyond Wealth Advisors A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcAssociate Financial AdvisorSep 24 - PresentThriventFinancial AdvisorDec 23- Aug 24Fidelity InvestmentsWorkplace Planning Consultant 2Nov 20- Oct 23
Evan TannerPrivate Equity AssociateView Profile, Evan TannerHeidi Boykin GarberWealth Management Associate Financial AdvisorView Profile, Heidi Boykin GarberAndrea HohlerInvestment Advisor Representative Branch Office SupervisorView Profile, Andrea Hohler