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 ManagementFounder, Merlin Wealth ManagementJan 20 - PresentMorgan StanleyManaging Director, Financial Advisor at Merlin Wealth ManagementJul 18- Jan 20
Matt Lyman 🚴🏼Founder Treasurer 321 For 3 21 ChairView Profile, Matt Lyman 🚴🏼Sofia Ukraintseva ChernyloChief Accounting OfficerView Profile, Sofia Ukraintseva ChernyloSimon HolmCFOView Profile, Simon Holm