Account Type****** ***Account Owner******** *****Account Opps/Deals******** ********Closed Won • Jan 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Northwestern MutualDirector, Quality EnablementJun 21 - PresentFiservDirector, Client ServicesJan 18- Jun 21Advicent Now Part Of InvestcloudManager of Global SupportOct 16- Sep 17
Moshe GrossBusiness Project Manager FintechView Profile, Moshe GrossDara GrenonTechnical Project ManagerView Profile, Dara GrenonHelen HoustonExecutive AssistantView Profile, Helen Houston