Account Type**** ***Account Owner******* *******Account Opps/Deals****** *****Closed Won • Mar 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Smartx Advisory SolutionsExecutive Vice President, Head of Strategic RelationshipsFeb 24 - PresentEnvestnet IncHead of Strategic Relationship ManagementDec 11- Feb 24Bnp Paribas Asset ManagementExecutive Vice President-Business DevelopmentJul 94- Dec 11