Account Type******** *******Account Owner*** ***Account Opps/Deals*** *****Closed Won • Dec 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
Sushma BiradarClient SpecialistView Profile, sushma biradarMazl OhayonClient Success Manager Enterprise Client SuccessView Profile, mazl ohayonRenae NlechaCase ManagerView Profile, renae nlecha