Account Type******* ****Account Owner****** *****Account Opps/Deals***** ***Closed Won • Mar 25***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Juniper SquareChief Customer OfficerDec 22- Feb 25Envestnet IncChief Client Success OfficerJan 21- Sep 22Envestnet TamaracExecutive Managing DirectorFeb 06- Jan 21