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
Envestnet IncAssistant Vice President - Managed Account ServicesApr 16 - PresentJ P MorganSupervisor - Mutual FundsApr 14- Apr 16BroadridgeSupervisor - Asset TransfersJul 07- Aug 13
Jarrett PrestonChief Executive OfficerView Profile, Jarrett PrestonRon RobinsonFounder CEOView Profile, Ron RobinsonChris JarskiManaging PartnerView Profile, Chris Jarski