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
Jacob MuellerBusiness ManagerView Profile, Jacob MuellerShannon MorelosFinancial AnalystView Profile, Shannon MorelosTiffany YangAccounts Receivable SpecialistView Profile, Tiffany Yang