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
WealthboxRevenue Operations ManagerNov 22 - PresentStats PerformMarketing Operations ManagerSep 20- Nov 22Advicent Now Part Of InvestcloudDirector of Revenue OperationsMay 16- Sep 20
Melinda Mariano MontoyaRevenue Accounting SBU ManagerView Profile, Melinda Mariano MontoyaSarah StahulakRevenue Enablement SpecialistView Profile, Sarah StahulakDavid EllinRevenue Architect Customer SuccessView Profile, David Ellin