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
BettermentGeneral CounselOct 15 - PresentThe L Suite TechgcFounding MemberMay 22 - PresentInvestment Adviser AssociationCo-Chair Digital Adviser CommitteeFeb 23 - Present
Matthew KilgannonPartner And Employment LawyerView Profile, Matthew KilgannonJocelyn EzrattyCorporate CounselView Profile, Jocelyn EzrattyPaula BullenInformation Compliance Lead And Data Protection OfficerView Profile, Paula Bullen