Joe Turner

Senior Revenue Operations Manager at Insightly

Joe Turner has held various roles in the finance and investment industry, starting as an Analyst at Guggenheim Partners. Joe later transitioned to working in wealth management at UBS, before becoming an Investment Associate at Pegasus Tech Ventures. Currently, Joe is utilizing their skills and experience as a Senior Revenue Operations Manager at Insightly - Modern CRM. Their background includes responsibilities such as due diligence, market research, and leading teams to successful investment sourcing. Joe holds a Bachelor of Science in Economics from DePaul University.

Links

Previous companies

Pegasus Tech Ventures logo
Guggenheim Partners logo
UBS logo

Timeline

  • Senior Revenue Operations Manager

    June 1, 2023 - present

  • Sales Operations Manager

    February, 2022

  • Senior Business Operations Associate

    January, 2021

  • Business Operations Associate

    December, 2018