Account Type*** ******Account Owner****** ***Account Opps/Deals***** *****Closed Won • Jan 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Juniper SquareChief of StaffMar 23 - PresentEnvestnet TamaracDirector, Portfolio Accounting OperationsMar 12- Mar 23RhoResearch AssociateSep 10- Mar 12
Erica WilsonVice PresidentView Profile, Erica WilsonT J GardnerManaging Director Model StrategistView Profile, T J GardnerKaren ManticaSenior Vice President StrategyView Profile, Karen Mantica