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
Envestnet IncChief Operating OfficerJan 00- Mar 24Advisor Credit ExchangeBoard MemberJan 19- Dec 23FidxBoard MemberJan 18- Dec 23
Mark HellingerChairman Of The BoardView Profile, Mark HellingerPaul ChauvetCo Founder CEOView Profile, Paul ChauvetJill McgrathExecutive DirectorView Profile, Jill Mcgrath