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
Julie PuckettSr Vice PresidentView Profile, Julie PuckettCarrie QuintanillaVP Business Operations TransformationView Profile, Carrie QuintanillaConnie PaluckaVice President ConsultingView Profile, Connie Palucka