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
Envestnet IncChief Relationship Officer and Head of Wealth Solutions and PMC Asset Management DistributionJan 11 - PresentInvest In Others Charitable FoundationBoard MemberJan 18 - Present
Esme PackettExecutive Assistant Sales EMEAView Profile, esme packettAmna SendoSr Account Executive Enterprise Corperate Sales Tableau 5View Profile, amna sendoMichael AmyVice President SalesView Profile, michael amy