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 ManagementManaging Director, Private Wealth AdvisorMar 21 - PresentMerrill LynchWealth Management Advisor, Senior Vice PresidentFeb 06- Mar 21SMITH BARNEYFinancial AdvisorMay 94- Feb 06
Mike BrescioSVP Commercial FinanceView Profile, mike brescioJonathan WigserChief Investment Officer And Executive Vice PresidentView Profile, jonathan wigserIain BridgesChief Financial OfficerView Profile, iain bridges