Account Type******** ******Account Owner*** *******Account Opps/Deals*** ******Closed Won • Oct 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
Anais BonnardHosted Buyers Program DirectorView Profile, anaïs bonnardClaudio GrassiSenior Vice President Commercial Sales Siemens Energy GenerationView Profile, claudio grassiWillis WendellVice President Of Partner EnablementView Profile, willis wendell