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
Orinda Asset ManagementChief Financial OfficerJan 11- Dec 19Kensington Investment GroupChief Financial OfficerJul 93- Jun 08Arthur Andersen CoAudit Associate & Tax AssociateDec 87- Aug 90
Chad ReynoldsManaging Director Investments Senior Financial Advisor At Wells Fargo AdvisorsView Profile, Chad ReynoldsChris TuckerSVP Of FinanceView Profile, Chris TuckerJulie BlackhallHead Of Finance And Business OperationsView Profile, Julie Blackhall