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 ManagementVice President, Team Chief Investment OfficerApr 23 - PresentFirst Republic Private Wealth ManagementInvestment SpecialistFeb 17- Apr 23Merrill LynchGlobal Wealth Management Advisory InternJun 14- Aug 14
Renz SyChief Financial OfficerView Profile, Renz SyOneal BhambaniCFO Series D Stage Payments FintechView Profile, Oneal BhambaniLyle M HendersonChief Financial OfficerView Profile, Lyle M Henderson