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 ManagementClient Operations AssociateJun 22 - PresentUltimus Leverpoint Private Fund SolutionsTreasury ClerkJun 21- Jun 22Trustco BankSenior Associate Banker Nov 20- Jun 21
Jess GradyClient Success AnalystView Profile, Jess GradyCristina Garcia RivasCustomer Experience AnalystView Profile, Cristina Garcia RivasChristian MaiClient Experience AssociateView Profile, Christian Mai