Account Type******** ***Account Owner*** ****Account Opps/Deals**** ********Closed Won • Nov 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
CheckHead of Finance and Business OperationsJan 24 - PresentPlaidBusiness OperationsApr 21- Jan 24CruiseSenior Manager, New Business Initiatives & Strategic PartnershipsJan 17- Mar 21
Tim StuteManaging Director Head Of Specialty FinanceView Profile, tim stutePeter LacailladeChief Investment Officer Private InvestmentsView Profile, peter lacailladeStephanie WadeVP Financial Planning AnalysisView Profile, stephanie wade