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
Simplify Wealth PlanningFounder and Wealth PlannerApr 23 - PresentStockclubsConsultantApr 24 - PresentCohen SteersVice President, Product Management & DevelopmentAug 15- Apr 23
Michelle SharpChief Financial OfficerView Profile, Michelle SharpValerie BulovaChief Financial OfficerView Profile, Valerie BulovaRoss GattaChief Executive Officer Food Food Technology Portfolio Venture Capital Private EquityView Profile, Ross Gatta