👉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.
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Co-Founder And CeoWealthblock.AiFlorida, United States
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Co-Founder & CeoWealthblock.Ai Jan 2018 - PresentChicago, Illinois, UsWealthBlock 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.
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CohortHolt Accelerator Aug 2019 - Nov 2019Montreal, Quebec, Ca2019 cohort (one of top 8 selected from 570 applicants) -
Lead Quantitative AnalystNational Futures Association--Market Regulation May 2012 - Jan 2018Chicago, Il, UsDesigned and built systems to detect suspicious trading activities in $3 bil per day financial derivative market (i.e. IRS, CDS). -
Media Buyer/ Marketing AnalystVenture Direct Worldwide Inc Feb 2007 - Jul 2007• 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)
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Risk ConsultantDeloitte & Touché Llp Jun 2006 - Feb 2007• 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.
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Staff AccountantThe Episcopal Church Foundation 2005 - 2006
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Summer It Audit InternDeloitte & Touche Jun 2005 - Sep 2005• Set up IT audit master sheets.• Organized findings of audit for report purpose.
Trilliam J. Education Details
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University Of ChicagoFinancial Mathematics -
Queens CollegeApplied Mathematics
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Baruch CollegeAccountancy， Minor: Computer Information System & Mathematics
Frequently Asked Questions about Trilliam J.
What company does Trilliam J. work for?
Trilliam J. works for Wealthblock.ai
What is Trilliam J.'s role at the current company?
Trilliam J.'s current role is Co-founder and CEO.
What schools did Trilliam J. attend?
Trilliam J. attended University Of Chicago, Queens College, Baruch College.
Who are Trilliam J.'s colleagues?
Trilliam J.'s colleagues are Oussama Mamoun, Erika K. Marquez.
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