Account Type***** *******Account Owner*** ******Account Opps/Deals***** *****Closed Won • Feb 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
FinancehqChief Executive OfficerJan 23 - PresentBettermentHead of Strategy & Operations, Betterment for AdvisorsMay 17- Nov 22MarketfactoryAccount Management / Customer SuccessAug 16- May 17
James TaitChief Executive OfficerView Profile, James TaitChris RelthFounder CEO Contingent Headhunting Executive Search Permanent Placement Certified DVBEView Profile, Chris RelthLila McalpinCo FounderView Profile, Lila Mcalpin