Account Type****** ****Account Owner****** ****Account Opps/Deals*** *******Closed Won • Jan 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
Karol M CzubaChief Revenue Officer General AgentView Profile, Karol M CzubaCarly BrookerAVP Program Operations Manager Global Sales Advisor DevelopmentView Profile, Carly BrookerBarry KetchmarkVice President Of SalesView Profile, Barry Ketchmark