Account Type***** *******Account Owner******** ***Account Opps/Deals******* ******Closed Won • Dec 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Envestnet IncAssistant Vice President - Managed Account ServicesApr 16 - PresentJ P MorganSupervisor - Mutual FundsApr 14- Apr 16BroadridgeSupervisor - Asset TransfersJul 07- Aug 13
Scott WheelerCo FounderView Profile, scott wheelerSeksom SuriyapaGeneral PartnerView Profile, seksom suriyapaTomer DeanCo Founder CEOView Profile, tomer dean