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
Ocean Crest AdvisoryManaging DirectorMar 25 - PresentUpland SoftwareVice President, M&A and Corporate Development - Public Software CompanyJan 20- Oct 24Parallax Capital PartnersVice President, Head of Corporate Development - Private EquityMay 13- Jan 20
Bill PhelpsChief Operations OfficerView Profile, Bill PhelpsMartha VinasManaging DirectorView Profile, Martha VinasDaniel BarrettManaging Director VP Operations AnalyticsView Profile, Daniel Barrett