Account Type*** *****Account Owner******* *****Account Opps/Deals***** ***Closed Won • Jan 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementWealth Manager - AssociateNov 21 - PresentGoldman Sachs AycoAnalystJan 19- Nov 21
Tim FlanneryCredit Risk AnalystView Profile, Tim FlanneryJonine DouglasLicensed Insurance AgentView Profile, Jonine DouglasSharon JensenAccounting ClerkView Profile, Sharon Jensen