Account Type**** *******Account Owner****** *****Account Opps/Deals******** ****Closed Won • Oct 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
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