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
Savvy WealthChief Growth OfficerJan 25 - PresentDavid EnergyAdvisor - GTM & Sales StrategyOct 24 - PresentStage 2 CapitalLimited PartnerJan 19 - Present
Robbie CrossFounder Managing DirectorView Profile, Robbie CrossJohn MicaleRegional Chief Executive OfficerView Profile, John MicaleCarol FitzgeraldChief Executive OfficerView Profile, Carol Fitzgerald