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 ManagementSenior Client AssociateNov 22 - PresentAmeriprise Financial Services LlcAssociate Financial AdvisorAug 21- Nov 22New York Life Insurance CompanyInsurance AgentSep 20- Apr 21
Kevin HuangSenior Customer SuccessView Profile, Kevin HuangDerrick ArakakiCustomer Success DirectorView Profile, Derrick ArakakiCharlotte RoeSenior Account ManagerView Profile, Charlotte Roe