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 ManagementNational Director, AdvisoryNov 22 - PresentThe Retirement Planning GroupWealth ManagerAug 21- Nov 22Edelman Financial EnginesDivisional Vice President - Advisor CentersNov 12- Oct 20
Bernard LabaumeVice President EMEAView Profile, Bernard LabaumeBoris JerkovicChief Executive OfficerView Profile, Boris JerkovicDon SteeleOwner CEOView Profile, Don Steele