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
Pcr Financial AggregationEnrollment AnalystJan 22 - PresentStonehage FlemingTax and Client Services AdministratorJun 21- Oct 21Envestnet IncICS Specialist Jan 19- Jun 21
Rachel HoBusiness Operations Manager Founding TeamView Profile, Rachel HoCharles VanettenConsultantView Profile, Charles VanettenMichabelle FahedCommunity Program ManagerView Profile, Michabelle Fahed