At well.financial, we are a team dedicated to helping those in the business of caring for others. Our goal is to help every practice or group that we work with achieve three simple things; save money, make things simpler, and get better.
To contact us, simply call us at 646.813.9955 or shoot us an email
Tim is responsible for strategy, client services and new customer acquisition. He has a 15 years experience providing banking services dental, veterinary & medical clinics where he found the experience of managing vendors and renewals too time consuming and not valuable. Tim is a graduate of Kalamazoo College along with a Graduate Certificate from the University of Michigan.
David is responsible for IT strategy and delivery across the enterprise. He has a 20-year track record of success in the IT industry, spanning hardware, software, and services with a focus on leveraging technology and driving strategic, transformational change.
David received an M.B.A. in Finance and Strategy from Columbia University Graduate School of Business