Account Type******* ***Account Owner*** *****Account Opps/Deals***** *****Closed Won • Nov 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
U S BankInvestment Services - Project Execution & Delivery | Business Transformation | Vice PresidentJan 20 - PresentEnvestnet IncVice President, Project Management ► Relationship Mgmt | Product Strategy | Process ImprovementsJan 11- Jan 12Wells FargoVice President - Wealth Management Group ►Strategy | Vendor Mgmt | Business TransformationJan 02- Jan 08
Samantha BeckwithHead Of Revenue ExcellenceView Profile, samantha beckwithSamuel MisteliChief Procurement Officer Head Of Productmanagement Member Of The Executive BoardView Profile, samuel misteliSarah TownsendPartnerView Profile, sarah townsend