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
Charles SchwabRelationship ManagerJan 20 - PresentEnvestnet IncSVP, OperationsJan 18- Sep 18OptaviaSVP OperationsNov 16- Jan 18
Tessa Hyam WareAccount ExecutiveView Profile, Tessa Hyam WareElizabeth MorganFirst GTM Hire Sales And Marketing StrategyView Profile, Elizabeth MorganAlyson StewartSales SpecialistView Profile, Alyson Stewart