Affinity: Relationship Intelligence Platform for Private Capital | Icebreaker

Affinity: Relationship Intelligence Platform for Private Capital | Icebreaker

Members

Adrienne Radan-Lazic

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Revenue leader with 10+ years of experience owning and building client relationships in the technology space. Demonstrated ability to communicate, present, and influence credibly and effectively across all levels of the organization. Experience in managing key clients and major projects while paying strict attention to detail and consistently meeting deadlines. Accustomed to fast-paced, high-pressure environments. Proficient with MS Office Suite (Excel, PowerPoint, SharePoint, Project, etc.), G Suite, Salesforce, and Jira.

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As Chief Commercial Officer I am responsible (UDP) to our regulators for our managed investing business and manage the consumer, commercial and channel, marketing and sales teams, to ensure our clients get the help they need on their journey to financial freedom. Firm believer that culture eats strategy for breakfast, and business culture can be built through storytelling. Always have been a leader with a strong focus on sales and customer engagement. Previously co-founder and CEO at Nudge (acquired by Affinity in 2020) and also lead Eloqua (marketing automation) as part of the founding team from $0 to over $100 million in revenue, through IPO and a successful acquisition for $957 million by Oracle. Passion for building great teams and products that help clients grow. Your Network is Your Net Worth Twitter: @paulteshima

Andrew Robinson

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Experienced in building loosely coupled, scalable platforms with a focus on extensibility and the user’s experience. I am passionate about using the right tools to accomplish this, and a motivation (and history) of getting things done. Ultimately, I believe that this results in the best experience for the customer.

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Mobius Math Academy. Re-inventing grade school math education

Julie Persofsky

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Transforming Companies (1M - 20M ARR) Accelerate their Revenue Potential through Customer Led Growth and Recurring Revenue.

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Enterprise Customer Success