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
Rikki WilliamsSenior Director National OfficeView Profile, Rikki WilliamsTommaso TomoliChief Operating OfficerView Profile, Tommaso TomoliJerry McquillenRVPView Profile, Jerry Mcquillen