Account Type**** ****Account Owner*** ***Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Juniper SquareSenior Director, Operations StrategyMar 23 - PresentEnvestnet TamaracDirector, Portfolio Accounting OperationsMar 12- Mar 23RhoResearch AssociateSep 10- Mar 12
Kelly LeeVP Medicare Advantage Product StrategyView Profile, kelly leeSteve BeardVP Solution ConsultingView Profile, steve beardDirk HerbertChief Strategy Officer AmericasView Profile, dirk herbert