Account Type******* ******Account Owner******** ****Account Opps/Deals******* ********Closed Won • Dec 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
Cullen McglynnVice PresidentView Profile, cullen mcglynnSteve LubowiczChief Technology OfficerView Profile, steve lubowiczAndi ZadehFounderView Profile, andi zadeh