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
PartnersPartnerNov 23 - PresentFuturevaultVP, US SalesMay 23- Nov 23Envestnet IncRIA Business Development Director - SoutheastNov 14- May 23
Angela HoseDirectorView Profile, Angela HoseMatthew LinnellTeam SupervisorView Profile, Matthew LinnellJustin AdamsonExecutive Director Business Risk And ControlsView Profile, Justin Adamson