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
Clearwater AnalyticsEnterprise Account Executive - Asset Management Solutions Apr 24 - PresentDocupaceVice President, Enterprise SolutionsApr 22- Apr 24J P MorganPrivate Wealth AdvisorOct 13- Mar 16
Shanna HendriksDirector Portfolio Services Business DevelopmentView Profile, Shanna HendriksDan DavisAdvisorView Profile, Dan DavisAlex CopelandSenior Account Executive Mid Market APACView Profile, Alex Copeland