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
Mercer AdvisorsDirector of Product ManagementMay 23 - PresentD 1 G 1 TVice President Client ExperienceJan 22- May 23Envestnet IncVice President, Client Experience ServiceJun 07- Jan 22
Jana ThompsonChief Product OfficerView Profile, jana thompsonMil MilojevicChief Product OfficerView Profile, mil milojevicJoshua MomanVice President Of Product ManagementView Profile, joshua moman