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
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
Jamison CollinsVice President Of SalesView Profile, Jamison CollinsNate NataleSr VP North American Of Sales And Platform StrategyView Profile, Nate NataleEsteban GamboaVice President Of SalesView Profile, Esteban Gamboa