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
Fausto MorettiBusiness QA SAView Profile, fausto morettiMaxime Le RouxIngenieur Daffaires Grands ComptesView Profile, maxime le rouxTaylor Martin MarkeySolution Sales Executive GRCView Profile, taylor martin markey