Account Type****** ******Account Owner***** *****Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Savant Wealth ManagementDirector of Client ServicesAug 24 - PresentEdelman Financial EnginesSenior Director - Client ServicesApr 20- Aug 24TiaaSr. Director - Wealth Management Client ServicesMay 94- Apr 20
Alexa DufaultEnterprise Customer Success ManagerView Profile, alexa dufaultChen SasiDirector Of Customer SuccessView Profile, chen sasiLisa KrivchukClient Relations ManagerView Profile, lisa krivchuk