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Savvy Women Wealth Management- Division of WWM Financial

WWM team

Project Summary: The team consulted for a wealth management group to find new and upcoming ways of identifying, uncovering, and retaining high net worth clients. The team performed primary and secondary research to develop the best solutions for the sponsor. View the cutting-edge strategic solutions this team came up with.

Student Team Members: Makenzie Burgess, Nosheen Rizai, Tim Dugger, Max Zimet, Jacob Lynch

Faculty Advisor:  Gayle Belch

Visit Booth: https://csusm.zoom.us/j/84303591419

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