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 ManagementAssociate Vice President - Client Relationship Manager Apr 21 - PresentUbsSupervisory Officer, Sr. Registered Client Relationship Manager Oct 14- Apr 21
Thomas NastoFederal Customer Success ExecutiveView Profile, Thomas NastoBryan MoyerVP Customer ExperienceView Profile, Bryan MoyerCharlie ReichenbachVP Customer ExperienceView Profile, Charlie Reichenbach