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
PlanswellPipeline building strategist to the financial services industryJan 23 - PresentSurf Digital MarketingExecutive Advisory Board MemberFeb 23 - PresentLands End Luxury HomesExecutive Advisory Board MemberJun 17 - Present
Cameron ReesePrivate Equity PartnerView Profile, Cameron ReeseRafael OrtizInvestorView Profile, Rafael OrtizMartin PooleCFOView Profile, Martin Poole