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