Account Type******** *****Account Owner******** *****Account Opps/Deals****** ********Closed Won • Jan 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
GeowealthVP, Strategic ConsultantJun 23 - PresentLpl FinancialVice President, Relationship ManagementDec 22- Jun 23Envestnet IncRIA Development Director Jan 13- Dec 22
Ebonye TaylorVice President PMOView Profile, Ebonye TaylorBill KanervaHead Of Strategic AlliancesView Profile, Bill KanervaJennifer WalkerGlobal Director Commercial Strategy And OptimizationView Profile, Jennifer Walker