Account Type***** ****Account Owner**** *******Account Opps/Deals******* ********Closed Won • Jul 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Envestnet YodleeVP Financial Planning and AnalysisAug 15 - PresentOpentextDirector of Financial Planning and AnalysisOct 12- Jul 15BioviaVP of Financial Planning and AnalysisJul 10- Sep 12
Ada Stockton MortonControllerView Profile, ada stockton-mortonSheena NeoFinancial DirectorView Profile, sheena neoDaniel WangControllerView Profile, daniel wang