Account Type******** ********Account Owner*** *****Account Opps/Deals**** ******Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Rockefeller Capital ManagementManaging Director – Private Wealth Advisor, The Ryan Epperson Group at Rockefeller CapitalDec 18 - PresentUbsManaging Director & Senior Portfolio ManagerJan 09- Dec 18Donaldson Lufkin JenrettePortfolio ManagementFeb 00- Mar 03
Laura MartinezFinance Executive Senior ConsultantView Profile, laura martinezKaitlyn GisondaSenior Vice President Swap Dealer Risk And ControlsView Profile, kaitlyn gisondaMichael HarterDirector Credit Risk Sr Vice PresidentView Profile, michael harter