Account Type****** ******Account Owner**** *******Account Opps/Deals*** ****Closed Won • Oct 24****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
Sonia Plaza SanchezFuncionario PublicoView Profile, sonia plaza sanchezDorin Cohn ArbelAssociateView Profile, dorin cohn arbelBrad BordersSenior EstimatorView Profile, brad borders