Account Type*** ***Account Owner******* ********Account Opps/Deals**** *****Closed Won • Jan 25****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
Gareth WilliamsCo FounderView Profile, Gareth WilliamsJon SteinerHolland City PresidentView Profile, Jon SteinerLeslie OgoeCo FounderView Profile, Leslie Ogoe