Account Type******** *****Account Owner**** ***Account Opps/Deals****** ****Closed Won • Feb 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
Tony HurstSVP Retail OperationsView Profile, Tony HurstPhil GazzilloSenior Director Regional OperationsView Profile, Phil GazzilloMargaret HeffnerVP Senior Operations ConsultantView Profile, Margaret Heffner