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
Rockefeller Capital ManagementManaging Director-PrincipalMay 19 - PresentMerrill LynchManaging Director / Market Executive / Wealth Management AdvisorJan 94- May 19Us ArmyArmy OfficerJun 90- Oct 93
Joel Bar ElChairmanView Profile, joel bar-elAlex RoetterManaging Director General PartnerView Profile, alex roetterAdam BohakCo FounderView Profile, adam bohak