Account Type***** *******Account Owner**** ********Account Opps/Deals***** ******Closed Won • Jan 25****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
William BlairManaging Director, Wealth AdvisorJan 19 - PresentBrown AdvisoryPrincipal, Wealth AdvisorFeb 04- Jan 19Morgan StanleyVice President, Financial AdvisorOct 99- Feb 04
Teague SavitchFounderView Profile, Teague SavitchKim SavareseEVPView Profile, Kim SavareseRaja KasilingamPresidentView Profile, Raja Kasilingam