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
Brighton JonesLead AdvisorMar 25 - PresentSavvy WealthWealth ManagerAug 24- Mar 25TiaaWealth Management AdvisorDec 20- Sep 24
Amanda MartinezSenior Executive Assistant To CEO Co FounderView Profile, Amanda MartinezCindy HelmkampSr Consultant Corporate PartnershipsView Profile, Cindy HelmkampPatrick BatesTechnical Team Lead Business IntelligenceView Profile, Patrick Bates