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 - Financial Planning & Investment AssociateJun 20 - PresentMerrill LynchFinancial AdvisorJun 16- Jun 20
Tom KaedingChief Financial OfficerView Profile, Tom KaedingTerri UcciManaging Director Private Wealth AdvisorView Profile, Terri UcciMeytal SuttonVP Of HR And FinanceView Profile, Meytal Sutton