Account Type**** ****Account Owner******* ****Account Opps/Deals******** *****Closed Won • Oct 24**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
Roberto De AngelisManaging Director PartnerView Profile, roberto de angelisPortia KuManaging PartnerView Profile, portia kuAlex PistonePresidentView Profile, alex pistone