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Trilliam J. Email & Phone Number
Co-founder and CEO
at
WealthBlock.AI
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-founder and CEO
Location
Greater Tampa Bay Area, United States
Company size
Who is Trilliam J.? Overview
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Quick answer
Trilliam J. is listed as Co-founder and CEO at WealthBlock.AI, a with 13 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Trilliam J..
Trilliam J. previously worked as Co-founder & CEO at Wealthblock.Ai and Cohort at Holt Accelerator. Trilliam J. holds Ms, Financial Mathematics from University Of Chicago.
Company email context
Email format at WealthBlock.AI
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WealthBlock.AI
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Profile bio
About Trilliam J.
👉https://www.WealthBlock.ai/👈 for more details about our 5x Capital Raising software! 👉 Let me ask, are you sick of your tedious and inefficient capital-raising process? 👉 Do you wish there were an easier way to get all parties together in one spot online? 👉 Are you failing to streamline your capital raise and investor management processes? If YES, and you’re a VC, PE, RE Firm, or Wealth Manager, that means 90% more human errors, 80% less capital raised, and 400% more time spent. Yuck! The WealthBlock platform is designed for VC, PE, RE Firms, and Wealth Managers with 2+ employees and $5+MM AUM to 5X capital raising efficiency - streamlining the entire investment cycle, including investor onboarding and subscription document e-signing! 👉 70+ of our clients have raised over $1BN with this platform so far. 👉One VC client raised $9MM in 5 days. 👉Another closed a $3MM SPV in 3 days. Visit 👍 https://www.WealthBlock.ai/ today to watch a 2-minute overview and get a free trial. *Additionally, you may send me a DM on LinkedIn Messenger and request a calendar link or submit yours and I’ll be sure to get on it so we can show you a LIVE demo of how it works.
Current workplace
Trilliam J.'s current company
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Wealthblock.Ai
8 roles · 22 years
Trilliam J. work experience
A career timeline built from the work history available for this profile.
Co-Founder & Ceo
CurrentWealthBlock delivers tailored, white-label platforms that automate bespoke, investor-centric workflows. Powered by proprietary no-code modules, the platform seamlessly integrates with existing and future systems, offering the flexibility to add new features as needed. As a central data hub, it consolidates information across the organization, driving scalability, efficiency, and sustained growth for private investment firms.
Jan 2018 - Present
Aug 2019 - Nov 2019
Lead Quantitative Analyst
Designed and built systems to detect suspicious trading activities in $3 bil per day financial derivative market (i.e. IRS, CDS).
May 2012 - Jan 2018
Media Buyer/ Marketing Analyst
Venture Direct Worldwide Inc
• Performed comparative analysis on online ad campaign data (landing rate, click-thru rate and conversion rate etc) to determine the most efficient campaign strategies.• Developed email projection model, tested seed lists and executed various email marketing strategies.• Negotiated with website publishers regarding their web space inventory.(payout terms and usage)
Feb 2007 - Jul 2007
Risk Consultant
Deloitte & Touché Llp
• Performed audit on budget forecast models and recorded the findings of the audit.• Assisted in performing Sarbanes-Oxley testing.• Performed an investigative audit to collect evidence pertaining to a stock option backdating lawsuit.• Reviewed real estate leases to reproduce income records to comply with client’s external policies.
Jun 2006 - Feb 2007
Staff Accountant
The Episcopal Church Foundation
2005 - 2006
~1 yr
Summer It Audit Intern
Deloitte & Touche
• Set up IT audit master sheets.• Organized findings of audit for report purpose.
Jun 2005 - Sep 2005
3 education records
Trilliam J. education
Ms, Financial Mathematics
University Of Chicago
Ma, Applied Mathematics
Queens College
Bba, Accountancy， Minor: Computer Information System & Mathematics
Baruch College
FAQ
Frequently asked questions about Trilliam J.
Quick answers generated from the profile data available on this page.
What company does Trilliam J. work for?
Trilliam J. works for WealthBlock.AI.
What is Trilliam J.'s role at WealthBlock.AI?
Trilliam J. is listed as Co-founder and CEO at WealthBlock.AI.
Where is Trilliam J. based?
Trilliam J. is based in Greater Tampa Bay Area, United States while working with WealthBlock.AI.
What companies has Trilliam J. worked for?
Trilliam J. has worked for Wealthblock.Ai, Holt Accelerator, National Futures Association--Market Regulation, Venture Direct Worldwide Inc, and Deloitte & Touché Llp.
Who are Trilliam J.'s colleagues at WealthBlock.AI?
Trilliam J.'s colleagues at WealthBlock.AI include Oussama Mamoun and Erika K. Marquez.
How can I contact Trilliam J.?
You can use AeroLeads to view verified contact signals for Trilliam J. at WealthBlock.AI, including work email, phone, and LinkedIn data when available.
What schools did Trilliam J. attend?
Trilliam J. holds Ms, Financial Mathematics from University Of Chicago.
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