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Portfolio

Financial Services

Stouffville, Ontario, Canada

51-200 employees

Your Organizational Collective Activity

View your organizations’ collective activity with Portfolio to find the best way to reach out

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-->,

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<--,

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Last interaction was ** days ago.
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**** and ****** are the closest.

CRM Data

View Portfolios’ CRM data to get more info on their experience with your organization

Account Type******** *******
Account Owner****** ********
Account Opps/Deals

******* ********

Closed Won • Aug 24

**K $

Closed

Best path for intro

View Portfolios’ best path for intro to find the best way to reach out

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******* *******
Past Champion
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******* *******
Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Champions Who Joined Portfolio

Leverage your existing network to create new connections with Portfolio

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    ***** *******
    ***** ***
    *****
    ***
  • intail.ai example profile image
    *** ***
    **** ****
    *****
    **
  • intail.ai example profile image
    ******** ****
    ****** ****
    *****
    ***

Champions Who Left Portfolio

Manage your risk with Portfolio to maintain a stable relationship

  • intail.ai example profile image
    ****** ******
    ****** ********
    *****
    *
  • intail.ai example profile image
    *** *****
    *** ****
    *****
    ***
  • intail.ai example profile image
    ****** *******
    ******** ********
    *****
    ***