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
Skyview PartnersCEODec 17 - PresentPrincipal Asset ManagementSenior Director - Wealth ManagementJan 05- Dec 17Locorr FundsCo-Founder and PrincipalMay 02- Jan 05
Gretchen CrawfordDirectorView Profile, Gretchen CrawfordClair JonesTeam ManagerView Profile, Clair JonesPetey DandiniOwnerView Profile, Petey Dandini