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
Missionsquare RetirementHead of Retail RetirementOct 21 - PresentEnvestnet MoneyguideChief Operating OfficerJan 20- Jul 21Bb TWealth Executive Director for Wealth Planning, Senior Vice PresidentNov 18- Jan 20
David WakefieldFounder CEOView Profile, David WakefieldVikas ManochaCo Founder Head Of EngineeringView Profile, Vikas ManochaSam ViseCo Founder And CEOView Profile, Sam Vise