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
FI DxBoard MemberJul 21- Sep 24Advisor Credit ExchangeBoard MemberJul 21- Sep 24Envestnet IncChief Strategy OfficerMar 20- Sep 24
Catalina PenalozaScrum Master Business Analyst Project ManagerView Profile, catalina peñalozaRobert Bob MastersonOCM Change Impact AnalystView Profile, robert (bob) mastersonYolanda SilvaSenior Directors AssistantView Profile, yolanda silva