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 ManagementManaging DirectorSep 18 - PresentHightower AdvisorsManaging Director, Partner at Bapis GroupNov 08- Sep 18Morgan StanleySenior Vice President/Wealth AdvisorJan 97- Nov 08
Katerina McgrathSenior Director Revenue Operations TechnologyView Profile, Katerina McgrathTroy ShafferVice President OperationsView Profile, Troy ShafferDaniel OffermannManaging DirectorView Profile, Daniel Offermann