Account Type****** ****Account Owner***** ****Account Opps/Deals***** ******Closed Won • Mar 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
EnvoyDirector of Financial Planning and AnalysisFeb 20 - PresentQuidDirector, Financial Planning AnalysisOct 17- Feb 20LendupDirector, Financial Planning & AnalysisNov 16- Sep 17
Theresa AnnunziataFinancial RepresentativeView Profile, Theresa AnnunziataIan MauckInvestment AssociateView Profile, Ian MauckYelena TysonCFOView Profile, Yelena Tyson