Account Type******** *******Account Owner******** ******Account Opps/Deals******** ****Closed Won • Nov 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementManaging DirectorMay 20 - PresentMorgan StanleySenior Vice President | Corporate Retirement Director | Wealth AdvisorApr 95- May 20
Paul McgrawSenior Manager Of Onboarding Websites FSUView Profile, paul mcgrawOfer GurmanProject ManagerView Profile, ofer gurmanTy JesinoskiSolutions Manager EducationView Profile, ty jesinoski