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
Jessica RayChief Marketing OfficerView Profile, jessica rayMichael ScharffFounder Board Observer AdvisorView Profile, michael scharffJodi AllenExecutive Vice President And Chief Marketing OfficerView Profile, jodi allen