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 ManagementChief Fiduciary OfficerJan 22 - PresentWilmington TrustBusiness Transformation-Wealth Management Program and Platform DevelopmentAug 06- Apr 21U S TrustTrust OfficerJun 01- Aug 06
Ivy ChuiChief Compliance Officer AsiaView Profile, Ivy ChuiDavid WolmerPartner Co Chief Operating Officer And General CounselView Profile, David WolmerJaime VenturaChief Opearating OfficerView Profile, Jaime Ventura