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
Kpi SenseSenior Manager – Finance Strategy & Client DeliveryJan 22 - PresentMorningstarDirector, Manager Research ServicesJan 19- Sep 21BroadridgeFiduciary Services ConsultantJan 18- Jan 19
Hima SudheerAssistant Director FinanceView Profile, Hima SudheerNancy MescherVice President Credit Risk Analytics ManagerView Profile, Nancy MescherAimee BarrettFinancial PlannerView Profile, Aimee Barrett