Fundz
Real-time · AI · Cross-signal

Lorilee Morsette just moved. Here's exactly what to do next.

Who to reach, what to say, and why now — on Lorilee Morsette's next role move, new team, and the deals that follow. Verified, ICP-ranked contacts on demand (email + mobile).

Used by professionals at BlackRock, Oracle, Kleiner Perkins, HubSpot, and other leading firms — built on 10 years of proprietary signal data.

Choose your planRequest a demo

Everyone else gives you a piece

Crunchbase & PitchBook list the companyNo person, no timing, no opener.
ZoomInfo & Apollo sell you a contactNo trigger, no reason to reach out now.
LinkedIn Sales Navigator shows you peopleNo real-time signal, no opener.
Clay enriches lists you builtNo live signal of its own, no who or when.
ChatGPT & gen-AI tools answer on a delayNo live data, no verified contact.
Who to contactWhat to sayWhen to reach outWhy now

Only Fundz delivers all four.

Mutual of America Financial Group Names Lorilee Morsette As Vice President of National Accounts for Tribal Markets

PRIVATEMar 30, 2023about 3 years ago

Position

Vice President of National Accounts

Company

Mutual of America Financial Group

Lorilee Morsette

Description

Mutual of America Financial Group, which specializes in providing retirement services and investments to organizations and individuals, is pleased to announce that Lorilee Morsette has been named Vice President of National Accounts for Tribal Markets.

Company Information

Company

Mutual of America Financial Group

About

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services, together with outstanding personalized service, at a competitive price to help our customers build and preserve assets to meet their retirement and investment related needs for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.

Predictive Intelligence
Strategic

ML-powered predictions for Mutual of America Financial Group's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.