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
Andrew DurocherBrokerage ConsultantView Profile, Andrew DurocherUmesh MistryIntermediate AccountantView Profile, Umesh MistryJason LauCommercial Insurance BrokerView Profile, Jason Lau