Jake Shulman, Family Office Exchange | Find your best path for intro

Jake Shulman

Director Of Revenue Management Operations

Family Office Exchange

View your organizations’ collective activity with Jake to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

**** and ******* are the closest.

View Jakes’ CRM data to get more info on their experience with your organization

Account Type******** ****

Account Owner******** ***

Account Opps/Deals

**** *******

Closed Won • Mar 25

***K $

Closed

View Jakes’ best path for intro to find the best way to reach out

****** *******

Past Champion

****** *******

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Jake

**** ***

Worked in execs roles at *** together from 2021-2024

******* *******

Worked in the same department at *** together from 2021-2024

View people similar to Jake based on experience