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
ArrayGeneral Manager, Digital Financial ManagerOct 21 - PresentEnvestnet YodleeVice President, ProductJul 17- Oct 21Aliya Financial TechnologiesHead of ProductSep 15- Jun 17
Joseph BuckDirector Merchandise Finance And PlanningView Profile, Joseph BuckDan MendezDirector Of Financial ServicesView Profile, Dan MendezTom WorthingtonAdvanced Planning Director Insurance ServicesView Profile, Tom Worthington