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
Praveen SurapaneniAssociate DirectorView Profile, Praveen SurapaneniJames MellorHead Of Forecasting Financial AnalyticsView Profile, James MellorKathy TranControllerView Profile, Kathy Tran