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 PresidentAug 23 - PresentUbsSenior Wealth Strategy AssociateNov 18- Aug 23