Account Type*** *****Account Owner**** *******Account Opps/Deals******** ********Closed Won • Nov 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementVice President, Private AdvisorJul 19- Jan 25Wilmington TrustBusiness & Planning AnalystJun 17- Jul 19M T BankManagement Development Program - Wealth Advisory Services - InvestmentsJul 16- Jun 17
Andrew LealFounderView Profile, andrew lealAnn LoftusSr Director Publications And Scientific CommunicationsView Profile, ann loftusPeter WalkerSenior Director InsightsView Profile, peter walker