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 ManagementSenior Client AssociateNov 22 - PresentAmeriprise Financial Services LlcAssociate Financial AdvisorAug 21- Nov 22New York Life Insurance CompanyInsurance AgentSep 20- Apr 21
Jehna DuncanSenior Merchant Success ManagerView Profile, Jehna DuncanGeoff OwensSenior Client ExecutiveView Profile, Geoff OwensOlivia Estes DownsSenior Research Associate At EmpathyView Profile, Olivia Estes Downs