Account Type****** *****Account Owner*** ****Account Opps/Deals******* ******Closed Won • Feb 25****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
Nicolas PinzonVice President Of North America Digital SalesView Profile, Nicolas PinzonMatt DelocaVice President Of SalesView Profile, Matt DelocaLarry JensenEVP Senior Director National Retail Business DevelopmentView Profile, Larry Jensen