Twenty7tec
Megha Srivastava has extensive experience in account management and client relationship development, currently holding multiple senior roles at Twenty7Tec since May 2019, including Senior Manager, National Account Manager, and Relationship Development Manager. Responsibilities involve managing key networks and building relationships with clients to drive company revenue. Prior roles include Mortgage & Protection Advisor at The New Homes Group and Regional Account Manager at Intuit, where Megha focused on fostering business relationships and providing tailored financial advice. Early career highlights include various roles at Post Office and Rockland Hospitals, emphasizing customer service and financial guidance. Megha holds a Master’s degree in Business Administration from Swansea University and multiple qualifications from The Chartered Insurance Institute.
Twenty7tec
The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology, that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes in a simpler, faster and more efficient manner.