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
Envestnet IncChief Relationship Officer and Head of Wealth Solutions and PMC Asset Management DistributionJan 11 - PresentInvest In Others Charitable FoundationBoard MemberJan 18 - Present
Troy BoelmanSenior Vice President Commercial Relationship ManagerView Profile, troy boelmanMatt MatergiaVice President Global Strategic SalesView Profile, matt matergiaJeana ChungVice President Of Marketing SalesView Profile, jeana chung