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
Diversified LlcManaging Director & Financial AdvisorMar 24 - PresentSageview Advisory GroupSenior Vice President - Wealth Advisor Jun 20- Mar 24Mercer AdvisorsClient AdvisorJun 19- Jul 20
Timothy McnairChief Financial OfficerView Profile, Timothy McnairArnaud BeaufortDirecteur Du NumeriqueView Profile, Arnaud BeaufortKyrsten RetherfordChief Financial OfficerView Profile, Kyrsten Retherford