Account Type******* ********Account Owner*** ******Account Opps/Deals*** *****Closed Won • Feb 25****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 AdvisorSep 21 - PresentUbsWealth Strategy Associate Mar 18- Sep 21TpgFund AccountantApr 16- Jul 17
Lisa ParkVice President Enterprise Risk ManagementView Profile, Lisa ParkAlex GeroChief Financial OfficerView Profile, Alex GeroKaren Bodley YoungVice President Of MedicareView Profile, Karen Bodley Young