Account Type******* ****Account Owner*** ********Account Opps/Deals***** ********Closed Won • Oct 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
Swati VermaPayroll SpecialistView Profile, swati vermaMatthew HenrikssonSenior Equity AnalystView Profile, matthew henrikssonJamie Kamen BaroffSenior Associate M A Private Equity Corporate And Venture Capital Growth EquityView Profile, jamie kamen baroff