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
TrinetBusiness ConsultantMay 22- May 23Locorr FundsRegional Vice PresidentFeb 18- Apr 21OppenheimerfundsRegional Sales RepresentativeJul 07- Oct 11
David NelsonCEOView Profile, david nelsonLantz HuntCOOView Profile, lantz huntJames MccannFounder CEOView Profile, james mccann