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 ManagementAssociate Vice President, Financial AnalystApr 23 - PresentFirst RepublicWealth Management Senior AssociateJun 19- Apr 23
Charles LapchukChief Financial OfficerView Profile, Charles LapchukBen Van MaterVice President FinanceView Profile, Ben Van MaterJoshua FernVice President Investment Asset ManagementView Profile, Joshua Fern