Account Type******* *****Account Owner*** *****Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
BrightplanVice President Of Strategic AlliancesDec 20 - PresentNovatimeDirector of Sales & Innovation for Enterprise WFMDec 19- Dec 20Ascentis A Ukg CompanyNational Partner Development & Strategic AlliancesOct 13- Dec 20
Adam SekundaAssistant Vice PresidentView Profile, Adam SekundaSonal BullardEVP Wealth Management Strategy EffectivenessView Profile, Sonal BullardLauren StuartSecretaryView Profile, Lauren Stuart