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 ManagementNational Director, AdvisoryNov 22 - PresentThe Retirement Planning GroupWealth ManagerAug 21- Nov 22Edelman Financial EnginesDivisional Vice President - Advisor CentersNov 12- Oct 20
Lance WinsaftPresident And Managing PartnerView Profile, lance winsaftAustin FrenchOperating ExecutiveView Profile, austin frenchAdriana Paula PopițiuDirector Of Enterprise GovernanceView Profile, adriana paula popițiu