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 ManagementVice PresidentJun 22 - PresentBank Of America Merrill LynchVice President; GWIM Senior Team Operations ManagerJan 13- Jun 22
Casey WendelnDeputy CIO For Real Estate Executive Vice President Portfolio ManagementView Profile, Casey WendelnMark WymerSenior Vice PresidentView Profile, Mark WymerJuan Cifuentes MoraVicepresidente De Clientes Transformacion Y Nuevos Modelos De NegocioView Profile, Juan Cifuentes Mora