Account Type***** *****Account Owner******* ****Account Opps/Deals***** *****Closed Won • Mar 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementManaging Director, Private Wealth AdvisorJul 19 - PresentWells Fargo AdvisorsManaging Director - Investments, Fundamental Choice Portfolio ManagerJan 08- Jul 19UbsSenior Vice President - InvestmentsMay 01- Jan 08
Sandra HarrisChief Financial OfficerView Profile, Sandra HarrisAimee JohnsonVP FinanceView Profile, Aimee JohnsonPetar N CalovInvestment Banking Vice PresidentView Profile, Petar N Calov