Account Type****** ********Account Owner**** ***Account Opps/Deals******** ******Closed Won • Dec 24**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
Katrine SchmidtCompliance SpecialistView Profile, katrine schmidtNaser HaltehSenior IT Business Contract SpecialistView Profile, naser haltehLarkin McpheetersFraud Prevention SpecialistView Profile, larkin mcpheeters