Account Type**** ********Account Owner**** ****Account Opps/Deals****** ****Closed Won • Feb 25****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
J P MorganHead of Advisor & Field Marketing, JP Morgan AdvisorsMar 22 - PresentGlenmedeVice President, MarketingJan 21- Jan 22EySenior Manager, Digital, Financial ServicesJan 17- Jan 19
Scott WeissSales ManagerView Profile, Scott WeissMichaela DelaneyAccount ExecutiveView Profile, Michaela DelaneyRoland MartinTerritory Account ManagerView Profile, Roland Martin