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 ManagementPrivate Wealth AdvisorFeb 21 - PresentMerrill LynchWealth Management Advisor, Senior Vice PresidentJul 09- Feb 21
Paul RoeDemobilising And DefusingView Profile, Paul RoeParker CluneAccounts Receivable And Payable SpecialistView Profile, Parker CluneJustin SalvettiControllerView Profile, Justin Salvetti