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
Accion Opportunity FundChief Financial and Operations OfficerMay 23 - PresentProtego TrustChief Financial OfficerOct 21- Feb 23Clarity Movement CoCFOMar 20- Oct 21
Richard WilsonChief Executive Officer Private InvestorView Profile, Richard WilsonKyle RoffeyChief Financial OfficerView Profile, Kyle RoffeyBruce Jenkyn JonesCo Chief Investment Officer CIO Listed InvestmentsView Profile, Bruce Jenkyn Jones