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
TiaaDirector, Strategy & ExecutionOct 21 - PresentEnvestnet IncSenior Vice President, Learning & DevelopmentJan 07- Oct 21Fiserv EftDirector, Mutual Fund Operations & ServicesJun 92- Jan 07
Christopher WootenInvestigator Education AdvocateView Profile, Christopher WootenNicole WraySupervisorView Profile, Nicole WrayZack BahmInvestorView Profile, Zack Bahm