Account Type**** *******Account Owner****** ****Account Opps/Deals*** ********Closed Won • Nov 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
VestmarkDirector - Client Solutions Apr 14 - PresentGoldman SachsVice President OperationsJan 10- Jan 14Envestnet IncOverlay Products ManagerJan 00- Jan 06
Sonia Garcia AlvarezChief Sales Marketing OfficerView Profile, sonia garcía álvarezDan KwanLeader Channel And Partner SalesView Profile, dan kwanSarah MclarenHead Of Enterprise Sales OperationsView Profile, sarah mclaren