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
Wealth Advisor Growth NetworkPartner and Co-FounderSep 19 - PresentAik 2 Insurance ServicesPresidentMay 21 - PresentEnvestnet IncManaging Director, Advisory ServicesJan 10- Sep 19
Sharad KhandelwalFounder Managing DirectorView Profile, Sharad KhandelwalAmanda SachsExecutive Business PartnerView Profile, Amanda SachsLynn MartinPresident NYSE GroupView Profile, Lynn Martin