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
Robin LucasCo FondateurView Profile, robin lucasPeter EvansChief Executive OfficerView Profile, peter evans🇨🇦 Andrew JenkinsChief Executive OfficerView Profile, 🇨🇦 andrew jenkins