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
Emoney AdvisorGroup Product Manager, Advisor ExperienceSep 18 - PresentMerrill LynchSenior Financial Advisor, Strategy ConsultingMay 11- Sep 18PimcoExecutive Advisory Board MemberSep 15- Aug 18
Marissa ArterberryLibrary Media TechnicianView Profile, Marissa ArterberryJoshua BeijerlingProduct DesignerView Profile, Joshua BeijerlingTessa HarariInstall Base Growth ManagerView Profile, Tessa Harari