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
Cheryl MalleyA R ManagerView Profile, Cheryl MalleyRobert BrownVP Of FinanceView Profile, Robert BrownMohamad SadeghiPrivate Equity AssociateView Profile, Mohamad Sadeghi