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 ManagementTeam Director of Operations, SVPApr 22 - PresentFieldpoint PrivateSVP, Director of Operations & Onboarding InitiativesDec 10- Apr 22Morgan StanleySenior Client Services Associate-Wealth ManagementDec 06- Dec 10
Philip WhittamGroup Managing DirectorView Profile, Philip WhittamMark KershawSector HeadView Profile, Mark KershawSusan Buchwald LindRegional Director Airfreight EMEAView Profile, Susan Buchwald Lind