Shefali Patel, Planwise Services | Find your best path for intro

Shefali Patel

Director

🏢 Job Change

(a month ago)

Planwise Services

Your Organizational Collective Activity

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Last interaction was ** days ago.

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

CRM Data

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Account Type**** *****

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

Account Opps/Deals

*** ******

Closed Won • Feb 25

**K $

Closed

Best path for intro

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

Past Champion

******* ***

Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Shefalis’ Career Overlaps

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****** *****

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

****** ***

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

Shefalis’ Past Experience

Planwise Services
Director
Apr 25 - Present
Valenta
Team Manager
Jun 17- Feb 25
Befree Finance And Accounting Business Process Outsourcing
Paraplanner
Aug 15- Jul 17

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