Account Type*** ******Account Owner****** ******Account Opps/Deals******* ****Closed Won • Feb 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
Ken WertzAccount ManagerView Profile, Ken WertzJake SpearDirector Of SalesView Profile, Jake SpearChris GikaSenior Director Of Sales Strategic GrowthView Profile, Chris Gika