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