Account Type******** ****Account Owner***** ********Account Opps/Deals*** ***Closed Won • Aug 24****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
Navya SethAssociate DirectorView Profile, navya sethGeneva LakeHead Of Emerging AI PartnersView Profile, geneva lakeRichard PrideDirectorView Profile, richard pride