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 ManagementClient Relationship Manager - Vice PresidentApr 21 - PresentUbsWealth Management AssociateFeb 88- Mar 21
Rukshana KarunaratneVP Global Customer SuccessView Profile, Rukshana KarunaratneJames LevySVP Global Customer SuccessView Profile, James LevyBen CareyGlobal Vice President Customer ExperienceView Profile, Ben Carey