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
Will LytleChief Operating OfficerView Profile, Will LytleDeryl WilliamsPresident COOView Profile, Deryl WilliamsDavid BendavidCEO Co FounderView Profile, David Bendavid