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
Savvy WealthFounding Principal, Equity Owner, Wealth ManagerJan 22 - PresentLendeduExpert ReviewerJan 23 - PresentWipfli Financial AdvisorsSenior Financial AdvisorJan 18- Dec 22
Eric TongPortfolio Manager PrincipalView Profile, Eric TongKellen PorterSenior Financial AnalystView Profile, Kellen PorterJonathan WillicombeDebt Data Strstegy LeadView Profile, Jonathan Willicombe