Account Type**** ***Account Owner******** ********Account Opps/Deals*** ****Closed Won • Dec 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Shade Tree Advisors LlcFinancial AdvisorJun 23 - PresentRockefeller Capital ManagementClient Advisor - Senior Vice PresidentMay 21- Jun 23
Janet Chong LeeSenior Manager Financial OperationsView Profile, janet (chong) leeAndrew FelixDirector Of Financial ReportingView Profile, andrew felixTobias BannerSenior Controller FinanceView Profile, tobias banner