Account Type***** *******Account Owner**** *******Account Opps/Deals******* *******Closed Won • Jul 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
EmpowerSenior Vice President, Head of Empower Experience Apr 22 - PresentWells FargoManaging Director, Fiduciary Management ServicesMay 13- Apr 22Fifth Third BankSVP, Managing Director Institutional ServicesJan 08- Apr 13
David ZerCo Founder CTOView Profile, david zerNathalie DumortierCEO Co FounderView Profile, nathalie dumortierTerry TaiCEO DirectorView Profile, terry tai