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
Wealth EnhancementSenior Vice PresidentJan 20 - PresentAndersenManaging DirectorApr 05- Apr 07EySenior ManagerJan 95- Jan 06
Sarah RasmusenChief Customer Digital Officer AdvisorView Profile, sarah rasmusenNicole SimonsenVP Of Global GTM EnablementView Profile, nicole simonsenVanco KeungPartnerView Profile, vanco keung