Account Type***** *******Account Owner******* ***Account Opps/Deals******* *******Closed Won • Oct 24***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 - PresentEnvestnet IncChief Client Success OfficerJan 21- Sep 22
Brad FugittFounder And Managing MemberView Profile, brad fugittChad BraleyCEO Managing DirectorView Profile, chad braleyAdi BaronFounder CTOView Profile, adi baron