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
Diversified LlcManaging Director & Financial AdvisorMar 24 - PresentSageview Advisory GroupSenior Vice President - Wealth Advisor Jun 20- Mar 24Mercer AdvisorsClient AdvisorJun 19- Jul 20
Douglas MacgillChief Financial OfficerView Profile, Douglas MacgillJames BattisonVP Investment BankingView Profile, James BattisonDuane K KailasVice President Investment BankingView Profile, Duane K Kailas