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
VirtusaSenior Director - Financial ServicesJul 24 - PresentEvidenClient PartnerJul 23- Jul 24AtosClient Engagement Director - Global Financial ServicesApr 20- Jul 23
Jason WeaverSenior Director Investment Operations Workplace Savings Retirement SolutionsView Profile, jason weaverAnnarie BurgerDirector Financial AdvisorView Profile, annarie burgerChaz FriendlyChief Financial OfficerView Profile, chaz friendly