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
Conquest Planning IncChief Revenue OfficerFeb 19 - PresentQuovoDirector, CanadaDec 17- Feb 19Advicent Now Part Of InvestcloudVice President, International SalesFeb 14- Dec 17
Joseph GrovanzDirector Sales OperationsView Profile, Joseph GrovanzKathleen SmithChief Business Officer Head Of Market Development Midwest Market UnitView Profile, Kathleen SmithMayumi SullivanSales Account ExecutiveView Profile, Mayumi Sullivan