Account Type******* ***Account Owner****** *****Account Opps/Deals*** ***Closed Won • Oct 24****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Bloom RevenueFounderMay 20 - PresentSummit Wealth ManagementFinancial AdvisorNov 21 - PresentHatchet Ventures 🪓Portfolio AdvisorAug 23 - Present
Lisa KneeCo Chair Real Estate Services National Practice Leader Real Estate Private Equity LeaderView Profile, lisa kneeAlex BulisVice President Education And CommunityView Profile, alex bulisMartin BauligFounderView Profile, martin baulig