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
Citadel Credit UnionSVP, Head of Wealth ManagementFeb 23 - PresentEnvestnet Trust Exchange Powered By TrucendentChief Operating Officer and Head of Solutions.Dec 21- Feb 23Investcloud IncDirector Of Business DevelopmentFeb 20- Dec 21
Scott JenksExecutive DirectorView Profile, Scott JenksBrandon MolinaChief Executive OfficerView Profile, Brandon MolinaJory SFounder And CEOView Profile, Jory S