Account Type****** *******Account Owner***** ***Account Opps/Deals****** *****Closed Won • Nov 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Multi Family OfficeFamily Office Chief Investment OfficerMay 21 - PresentSandlot PartnersPartnerFeb 23- Feb 24The ChosenBusiness OfficerDec 20- Feb 23
Joel WooleyVice President Of RevenueView Profile, joel wooleyJim OverellChief Financial OfficerView Profile, jim overellMike McginnisSVP Chief Investment OfficerView Profile, mike mcginnis