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
GeowealthSVP, Head of Strategic ConsultingJan 18 - PresentEnvestnet IncAVP, Enterprise Consultant Jul 12- Jan 18
Jen SpencerFounder Chief StrategistView Profile, Jen SpencerRobert MadorskyChief Transformation OfficerView Profile, Robert MadorskyNich WeinheimerEVP StrategyView Profile, Nich Weinheimer