Account Type***** ****Account Owner**** *******Account Opps/Deals******* *******Closed Won • Jan 25****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
Ross LinnettCEO And FounderView Profile, Ross LinnettVictoria WeldonSenior Business Program ManagerView Profile, Victoria WeldonTimothy WalshBoard MemberView Profile, Timothy Walsh