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
Emoney AdvisorManager, Client ImplementationsJul 15 - PresentSeiSEI Wealth Platform - Agile Product OwnerJan 08- Jul 15
Corey JacksonCustomer Success SpecialistView Profile, corey jacksonAndrew CCommunity ManagerView Profile, andrew c.Jonas DahlsjoCustomer Success Partner EnterpriseView Profile, jonas dahlsjö