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 ManagementVice PresidentNov 21 - PresentVanguardFund Financial AnalystJan 20- Nov 21Bank Of America Merrill LynchGlobal Wealth Investment Management InternMay 18- Aug 18