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
Envestnet IncInvestment Product Consultant-WestAug 24 - PresentAdvisors Asset Management IncVice President - Advisor ConsultantDec 22- Oct 23Tucker AdvisorsAdvisor Services SpecialistMar 21- Dec 22
Nilesh PatelTrade Digital Application Delivery ManagerView Profile, Nilesh PatelMaureen StaffordGroup Product ManagerView Profile, Maureen StaffordKarlijn Van RuitenGlobal Heineken Brand Development ManagerView Profile, Karlijn Van Ruiten