Account Type******** ******Account Owner*** *****Account Opps/Deals****** ********Closed Won • Aug 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
PlaidHead of Revenue EnablementOct 20 - PresentCopilotAdvisorAug 22- Oct 23U Of DigitalAdvisorMar 18- Dec 20
Tai ColemanManager Of StrategyView Profile, tai colemanRhys HarrisHead Of Retail Wireless Agent Care StrategyView Profile, rhys harrisGabrielle AzevedoSenior Manager Asset Wealth Management Consulting North AmericaView Profile, gabrielle azevedo