Account Type**** ***Account Owner*** ********Account Opps/Deals***** *******Closed Won • Nov 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Emoney AdvisorGroup Product Manager, Advisor ExperienceSep 18 - PresentMerrill LynchSenior Financial Advisor, Strategy ConsultingMay 11- Sep 18PimcoExecutive Advisory Board MemberSep 15- Aug 18
Lexi JohnsonDirector Product Merchandising And AnalyticsView Profile, lexi johnsonNick GorbunovAgent Enablement Platform Manager Assistant Vice PresidentView Profile, nick gorbunovSimran KhanguraManager Of Product SolutionsView Profile, simran khangura