Account Type******** ********Account Owner***** ****Account Opps/Deals******* *****Closed Won • Aug 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
PlanswellHelping Financial advisors build consistent and predictable pipelineJan 23 - PresentSurf Digital MarketingExecutive Advisory Board MemberFeb 23 - PresentLands End Luxury HomesExecutive Advisory Board MemberJun 17 - Present
Bianca KurbanAccount Executive SpecialistView Profile, bianca kurbanTommy ConboySales And Development Independent ContractorView Profile, tommy conboyPaula JusidConsulting Account ExecutiveView Profile, paula jusid