Account Type**** *******Account Owner**** *****Account Opps/Deals****** *****Closed Won • Oct 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
Lan ZhangPCS Senior Tax AssociateView Profile, lan zhangErica SorianoSenior AccountantView Profile, erica sorianoTimothy John AkersSenior AccountantView Profile, timothy john akers