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
Foundation SourceChief Revenue Officer (CRO)Apr 24 - PresentCharles River DevelopmentManaging Director of Sales, AmericasAug 22- Apr 24Envestnet IncManaging Director, Head of Institutional Business DevelopmentJan 19- Aug 22
Joe M SergiChief Revenue Officer PartnerView Profile, Joe M SergiSean LynchChief Revenue OfficerView Profile, Sean LynchAlan HinchmanChief Revenue OfficerView Profile, Alan Hinchman