Experience Wealth Management, Redefined. | Savvy

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10 members

Contact info

Link

savvywealth.com

Members

Brianna F.

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3rd+

Senior Recruiter at Valon ✨

Edwin Stanley

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3rd+

Engineering @ Savvy Wealth

Pranavi Cheemakurti

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3rd+

Investment professional turned operator working on scaling high growth companies at the intersection of financial services and technology. Feel free to reach out at: pranavi.cheemakurti@gmail.com!

Conor G.

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3rd+

Reinventing AML/KYC with agentic AI

R. James Cupelli

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3rd+

With 20 years of work experience, including 10 in SaaS Sales, Solutions Consulting, & Business Value in Closing Roles, I joined the team at Billtrust as a Senior Sales Executive in 2024. In this role, I work with net-new sales prospects to conduct discovery, understand goals, uncover pains, author business cases, and then secure investment in Billtrust's AR platform - which drives free cash flows and reduces revenue leakage for close to 3,000 customers globally. I am passionate about solving business problems and finding opportunities for evolution and growth. I advocate for the people I've managed, and act as a Player/Coach in full-cycle deals. I believe in working for a mission-driven company that maintains a healthy culture. And I do my best work when I’m surrounded by colleagues and leaders who lead by example and pursue knowledge-sharing aggressively.  If you feel the same, I’d love to connect with you. -200% Ramp quota delivery @ Savvy, $50M+ AUM Closed Won FY'24 -105% Quota Attainment FY'23, 126% Quota Attainment FY'22 in Leadership Role @ Asana -60%+ Win Rate, $410k ASP, Thirteen $500k+ deals in 8 quarters as IC and People Manager @ Asana -Individual and/or Team-Based Quota Carrying Since 2013

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Head of Marketing | Dispatch.io

Brian Guerra

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3rd+

Fintech Marketer | CMO

David Weiner

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3rd+

David Weiner is the Chief Growth Officer at Savvy Wealth. He has a proven track record of joining early stage companies, building their go-to-market machine and scaling through rapid revenue growth. More specifically he has spent the past 15+ years at the intersection of legacy industries - real estate, IT, automotive and wealth management - and digital transformation. David is a lead-by-example senior sales executive known for his belief that investing in people, culture, and innovation is the foundation of business success. With a proven ability to build, manage, and scale high-growth sales teams, David combines tactical execution with strategic thinking to drive rapid and sustained revenue growth. A natural builder, David excels at crafting and executing sales strategies while leading high-performing teams to exceed ambitious targets. He tackles big challenges and creates thoughtful, actionable solutions. He is passionate about developing people with a leadership style that empowers individuals to thrive and in turn, he helps transform good companies into great ones. David is a father of twins - Lucas and Avery - and husband to Sloane. Everything he does is focused around finding ways provide for them, be a role model for them and spend time with them. Specialties Include: Technology/Enterprise Sales Leadership & Strategy Revenue generation and profit growth from a little to a lot Strategic sales planning, forecasting and budgeting P&L Management Go-to-Market strategy & business development Customer Acquisition & Retention Team building: hiring, training, mentoring, retaining, promoting Coaching & Training (both new and experienced sales professionals & managers) Sales Cycle Management Forecast/Pipeline Management Consultative, Solutions selling Contract Development & Complex negotiation

Rebecca Lynn

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3rd+

Rebecca Lynn is Co-Founder and Managing Director at Canvas Prime. A five-time Forbes Midas List honoree, Rebecca has been recognized as a Senior Deal Maker by the Wall Street Journal and a Top Woman VC by the New York Times. Rebecca’s investment track record includes leading the early-stage investment in Lending Club, which became the largest US technology IPO of 2014 and the fourth largest US Internet IPO since 2001, behind only Facebook, Twitter, and Google. Her other successful early-stage investments include Doximity (NYSE: DOCS), Casetext (acquired by Thomson Reuters), Luminar (NASDAQ: LAZR), Check (acquired by Intuit), Gabi (acquired by Experian), and Future Advisor (acquired by BlackRock). Prior to venture capital, Rebecca helped scale NextCard, the first online credit card company, from 30 to 1,300 employees through IPO, where she developed expertise in credit operations and customer acquisition. She later consulted for major fintech brands including Experian and Capital One. Her marketing expertise was shaped at Procter & Gamble, where she learned the fundamentals of product-market fit and global scaling strategies. Rebecca founded DC2VC in 2010, a competition to identify promising healthcare startups across the US. Her technical foundation began as a chemical engineer working in a nuclear research reactor. She holds a Chemical Engineering degree from the University of Missouri and a JD/MBA from UC Berkeley, where she now serves on the board of Skydeck incubator. Rebecca is a frequent speaker at Bloomberg Invest, Fortune Brainstorm AI, Money2020, and regularly lectures at Berkeley and Stanford.