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
Brighton JonesLead AdvisorMar 25 - PresentSavvy WealthWealth ManagerAug 24- Mar 25TiaaWealth Management AdvisorDec 20- Sep 24
Chima OsukaSenior PartnerView Profile, Chima OsukaPavit SethiSenior Quantitative Analyst Emerging High Growth CompaniesView Profile, Pavit SethiZakk CohodesSenior Manager Corporate Development VenturesView Profile, Zakk Cohodes