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
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
Omar ZavalaFounder Of Zavala CapitalView Profile, Omar ZavalaOfer ZivOwnerView Profile, Ofer ZivJacqueline JoelHead Of Customer And Digital TransformationView Profile, Jacqueline Joel