Account Type*** ***Account Owner******** ******Account Opps/Deals**** ******Closed Won • Dec 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Wealth EnhancementVP New Client DevelopmentAug 24 - PresentEmpowerSr. Director, Wealth AdvisoryFeb 23- Aug 24Personal CapitalDirector, Client SuccessMay 17- Feb 23
Tom GaffneyChief Growth OfficerView Profile, tom gaffneyLiz WoodVP Of GTM NAM EMEA Global VP Of DemandView Profile, liz woodMurali BalakrishnanVice President Strategic SalesView Profile, murali balakrishnan