Account Type**** *****Account Owner******* *******Account Opps/Deals**** ****Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
AvettaSenior Client Success ManagerOct 18 - PresentEnvestnet IncEnterprise ConsultantApr 14- Jun 18JpmorganchaseRelationship BankerJun 11- Apr 14
Leslie HolmPrincipalView Profile, leslie holmKevin SmithCustomer Engagement LeadView Profile, kevin smithEric DicksteinFounding CSMView Profile, eric dickstein