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
Anubhav KelaCFO COOView Profile, Anubhav KelaDerrick HoangBilling Operations SpecialistView Profile, Derrick HoangCharlotte CareyInvestment Performance Associate Team LeadView Profile, Charlotte Carey