Account Type*** *****Account Owner******* ****Account Opps/Deals*** ********Closed Won • Aug 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Envestnet IncDirector | Service - Home OfficeMay 19- Sep 23Bank Of America Merrill LynchDirector MSG/ISG Business Governance - Business Management /Operational Risk Jan 06- Oct 18BlackrockVice President Private Investors (PI) Operations - Managed Accounts Operations Jan 04- Dec 06
Megan RuetschDirector Of Engagement And Donor RelationsView Profile, megan ruetschJeff OrchardManaging DirectorView Profile, jeff orchardDynamic SignalCompanyView Profile, dynamic signal