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
FidxBoard MemberJul 21- Sep 24Advisor Credit ExchangeBoard MemberJul 21- Sep 24Envestnet IncChief Strategy OfficerMar 20- Sep 24
Brigham BoiceFellow For The Center For Innovation And EntrepreneurshipView Profile, Brigham BoiceConnor ReillyCommercial Strategy AssociateView Profile, Connor ReillyTania AM A AnalystView Profile, Tania A