Account Type******** ****Account Owner****** *******Account Opps/Deals****** ********Closed Won • Nov 24****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 Advisor - Managing DirectorSep 21 - PresentMerrill LynchWealth Management Advisor, Senior Vice PresidentJun 98- Sep 21
Michael Dr RichterVP Finance OperationsView Profile, michael dr. richterGuy KatsavManaging Director Healthcare InvestmentsView Profile, guy katsavLiz NixAssociate Vice PresidentView Profile, liz nix