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
Conquest Planning IncChief Revenue OfficerFeb 19 - PresentQuovoDirector, CanadaDec 17- Feb 19Advicent Now Part Of InvestcloudVice President, International SalesFeb 14- Dec 17
Travis SmithChannel Account ManagerView Profile, Travis SmithOliver SumChannel Account ManagerView Profile, Oliver SumMatt StapletonAccount Management Team LeadView Profile, Matt Stapleton