Account Type******* *******Account Owner******** ********Account Opps/Deals**** *******Closed Won • Nov 24****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Conquest Planning IncVP, US DistributionJan 22 - PresentInvestcloud IncFinancial Planning Strategy & Business DevelopmentJan 21- Jan 22Advicent Now Part Of InvestcloudVice President, Financial PlanningJan 13- Jan 21
Suzanne LangVP Finance RTG Americas SalesView Profile, suzanne langAlvaro MartosChief Growth OfficerView Profile, alvaro martosTj RuffVice President Of SalesView Profile, tj ruff