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
Wealth EnhancementVP New Client DevelopmentAug 24 - PresentEmpowerSr. Director, Wealth AdvisoryFeb 23- Aug 24Personal CapitalDirector, Client SuccessMay 17- Feb 23
Justin PulgranoChief Revenue Officer CROView Profile, Justin PulgranoTim HackettChief Revenue Officer CROView Profile, Tim HackettSolmaz MakoueeVice President Of Sales AmericasView Profile, Solmaz Makouee