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
Hartford FundsVice President and Managing Director, Applied InsightsJan 18 - PresentEnvestnet MoneyguideVP, Head of Investor EducationJan 14- Jan 18The HartfordVice President, Advanced MarketsJan 96- Jan 12
Shawn FarmerVice President Customer Evolution At SAPView Profile, Shawn FarmerAmish MehtaFounderView Profile, Amish MehtaIlya BeyrakChief Technology OfficerView Profile, Ilya Beyrak