Account Type******** ****Account Owner***** ******Account Opps/Deals****** ***Closed Won • Oct 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
VestmarkPrincipal Client Solutions ConsultantMay 19 - PresentEnvestnet IncVP, Relationship ManagementMay 18- May 19Janney Montgomery Scott LlcAVP, Wealth ManagementOct 12- Apr 18
Taylor WagnerDirector Of Inside SalesView Profile, taylor wagnerIgor RomeroCX Director EMEA Solution PrincipalView Profile, igor romeroEoin KavanaghLead Sales Engineer EnterpriseView Profile, eoin kavanagh