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
VantaAccount ExecutiveJun 22- Apr 23SmartassetAccount Executive - Financial Advisor PartnershipsApr 21- Apr 22WixAgency Partnerships - Account ExecutiveAug 20- Mar 21
Jeff AumanChief Growth OfficerView Profile, Jeff AumanSam LevensonChief Executive OfficerView Profile, Sam LevensonAndrew ArochaManaging Partner And Co FounderView Profile, Andrew Arocha