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
Flyer Financial TechnologiesManaging DirectorMar 24 - PresentCnoteSenior Vice President of SalesJan 23- Oct 23Envestnet IncSVP - Harvest SalesApr 21- Jan 23