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 ManagementManaging Director, Private Wealth AdvisorMay 22 - PresentMerrill LynchSenior Financial Advisor, Managing DirectorFeb 08- Mar 22
Danielle FlahertyVP Sr Manager Of End To End Credit Delivery ExcellenceView Profile, Danielle FlahertyStan Vander RoestChief Financial OfficerView Profile, Stan Vander RoestJohn OrlandoExecutive Vice President CFOView Profile, John Orlando