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
Skyview PartnersCEODec 17 - PresentPrincipal Asset ManagementSenior Director - Wealth ManagementJan 05- Dec 17Locorr FundsCo-Founder and PrincipalMay 02- Jan 05
Max SchultzGroup General ManagerView Profile, Max SchultzAdam FrankFounder CEOView Profile, Adam FrankMo RCEOView Profile, Mo R