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
IcapitalAVP, Client Delivery, Data SolutionsMar 24 - PresentEnvestnet TamaracAssociate Vice President - Operations Manager at Envestnet | TamaracOct 12 - PresentFidelity InvestmentsRetirement SpecialistOct 11- Oct 12
Maria CampisiOrder SpecialistView Profile, Maria CampisiJoshua PrinceChief Operating OfficerView Profile, Joshua PrinceHedy Fux ZeeviOCM Leader ERP ProgramView Profile, Hedy Fux Zeevi