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
Envestnet IncChief Relationship OfficerOct 20 - PresentFisSenior Vice President and Chief Client OfficerOct 19- Oct 20PypestreamPresident and Chief Customer OfficerDec 15- Oct 19
Jonathan BarekChief Operating OfficerView Profile, jonathan barekErin RomeoExecutive Vice President General ManagerView Profile, erin romeoJennifer IpockRegional Vice PresidentView Profile, jennifer ipock