Account Type******** ********Account Owner******** ******Account Opps/Deals******** *******Closed Won • Aug 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
Tim WilsonFinancial SpecialistView Profile, tim wilsonAbhay VijayakrishnanTransaction Management AnalystView Profile, abhay vijayakrishnanAna Paula De Souza MorgadoAnalista FinanceiraView Profile, ana paula de souza morgado