Account Type****** ***Account Owner******** ********Account Opps/Deals*** ******Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Savvy WealthWealth ManagerAug 24 - PresentTiaaWealth Management AdvisorDec 20- Sep 24Fidelity InvestmentsFinancial ConsultantSep 16- Nov 20
Louis BickettAssociate DirectorView Profile, louis bickettRhett BlockInvestment Banking Analyst U S DepositoriesView Profile, rhett blockKyle YiFinance ManagerView Profile, kyle yi