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
Shade Tree Advisors LlcFinancial AdvisorJun 23 - PresentRockefeller Capital ManagementClient Advisor - Senior Vice PresidentMay 21- Jun 23
Jessica LairdFinance Transformation ManagerView Profile, Jessica LairdOliberth ReyesFinancial Controller Business PartnerView Profile, Oliberth ReyesJulie MandelloControllerView Profile, Julie Mandello