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