1. Ran ops at a mid-market PE firm, rolled out Salesforce and Affinity to cut data chaos. I skip the fluff; just fix what breaks. 2. 10 years in deal teams, led CRM migration from Excel hell to Intralinks at a family office fund
1. Ran ops at a mid-market PE firm, rolled out Salesforce and Affinity to cut data chaos. I skip the fluff; just fix what breaks. 2. 10 years in deal teams, led CRM migration from Excel hell to Intralinks at a family office fund