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 ManagementPrivate Advisor, Managing DirectorFeb 20 - PresentMerrill LynchWealth Management Advisor, Senior Vice PresidentAug 93- Feb 20
David EdmondsonPart Time Finance DirectorView Profile, David EdmondsonRoni AgresDirector Of FinanceView Profile, Roni AgresPam CangDirector Of FinanceView Profile, Pam Cang