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
De Maine Wealth ManagementWealth AdvisorFeb 24 - PresentRockefeller Capital ManagementPWM Client Associate - AnalystJun 22- Nov 23TerminusAccount Development RepresentativeOct 21- Apr 22
Stephanie ChenTax AssociateView Profile, Stephanie ChenDan SuretteCFOView Profile, Dan SuretteKent KeldermanControllerView Profile, Kent Kelderman