Account Type****** *****Account Owner*** *****Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
DeepintentVice President, Sales MarketingMar 19 - PresentMagneticVice President, MarketingMar 15- Jan 19AnnalectGroup Director, Client Solutions, NortheastJun 11- Sep 14
Terry LongstrethVice President Client DevelopmentView Profile, Terry LongstrethJeff MorganChief Revenue Officer CRO Saa S Wealth Tech Financial ServicesView Profile, Jeff MorganAndy MarshallChief Commercial Officer CCOView Profile, Andy Marshall