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
ThrivableChief Financial OfficerAug 23 - PresentVision Capital LlcPresidentJun 11 - PresentAmplifundBoard MemberMay 13 - Present
Adam JonesChief Financial OfficerView Profile, Adam JonesErin McclaffertyExecutive Director Registered FundsView Profile, Erin McclaffertySteve DaltonChief Financial OfficerView Profile, Steve Dalton