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
Emoney AdvisorAdvisory Client Service ManagerAug 19 - PresentEnvestnet IncAdvisor Services RepresentativeMar 16- Aug 19Lincoln FinancialBusiness Development -AnnuitiesJun 15- Mar 16
Hannah FamereeLead Customer Success ManagerView Profile, hannah famereeGreg RavenDirector Customer ExperienceView Profile, greg ravenArnav SamaliaEngagement ManagerView Profile, arnav samalia