Account Type***** ***Account Owner******* ***Account Opps/Deals**** *******Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementVice President, Private Wealth AnalystApr 22 - PresentWells Fargo AdvisorsDirector of Marketing & Registered Sales AssociateJan 16- Jan 19Northwestern MutualFinancial AdvisorJan 12- Jan 16
Shelley KlassenChief Financial OfficerView Profile, shelley klassenRami SakerHead Of Financial Institutions And ExpansionView Profile, rami sakerIrwin TangVP FinanceView Profile, irwin tang