MW

Marcus Wellington III

VIP⭐ DIAMOND

Hedge Fund Manager @ Wellington Capital Partners

New York · USA · American

Est. Value

$400,000

Total Spent

$320,000

Last Contact

Feb 15, 2024

Next Follow-up

Apr 15, 2024

Contact Information

Emailmwellington@wellingtoncap.com
Phone+1 212 555 9900
WhatsApp+1 917 555 4321
Telegram—

CRM Details

Assigned AgentSarah Al-Mansoori
StatusVIP
Acquisition SourceConference / Event
Last ContactFeb 15, 2024
Next Follow-upApr 15, 2024

Recent Interactions

📧
EMAILFeb 22, 2024

Sent year-over-year report. He was satisfied and mentioned he may increase allocation in Q2. Outcome: POSITIVE

by Sarah Al-Mansoori

📧
EMAILFeb 15, 2024

Sent Q4 performance report as requested. He replied asking for year-over-year comparison. Outcome: NEUTRAL

by Sarah Al-Mansoori