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
BettermentGeneral CounselOct 15 - PresentThe L Suite TechgcFounding MemberMay 22 - PresentInvestment Adviser AssociationCo-Chair Digital Adviser CommitteeFeb 23 - Present
Thomas HillLawyerView Profile, Thomas HillMichael SavinoCLOView Profile, Michael SavinoCharles MeyerPartner Of CounselView Profile, Charles Meyer