Sydney Bystrom [email protected] Kunwar Sharma [email protected] Sonia Siddiq [email protected] Greta Peterson [email protected] Jordan Thompson [email protected] Anna Koch [email protected] | For any questions or concerns about marketing-related items, eg. compliance-approval for an email newsletter, event, any client-facing collateral. | | Compliance | Lisandra Wilmott [email protected] | For any compliance-related questions or concerns, eg. outside business activities, restricted activities, etc. | | Billing | Dave Kaplan [email protected] | For assistance on or questions about client billing and Orion capabilities/setup. | | Finance | Alice Yu [email protected] | For any questions or concerns about compensation, equity, etc. | | Advisor Budget | Vainius Glinskis [email protected] | For assistance on or questions about your Brex budget/account setup. | | Product/Engineering | Please tag @product-goalie in your advisor ops channel | For any dashboard/engineering issues | | Advisor Onboarding | Please always reach out to your dedicated onboarding manager, which should be one of the following persons

Ben Skyer [email protected] Stephanie Neveu [email protected] Kevin Lee [email protected] Audrey Duffy [email protected] | For any questions related to onboarding during your first 90 days at Savvy. |