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
Charles SchwabRelationship ManagerJan 20 - PresentEnvestnet IncSVP, OperationsJan 18- Sep 18OptaviaSVP OperationsNov 16- Jan 18
Stephen PoffelFranchise OwnerView Profile, stephen poffelJanina EngelsSales Engineer AMC EPIC North EUView Profile, janina engelsCody BallSales ExecutiveView Profile, cody ball