Account Type***** *******Account Owner******* *****Account Opps/Deals***** *****Closed Won • Dec 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
Scott SullivanCFO Workplace Experience GroupView Profile, scott sullivanAtul JhavarManaging Director Capital Markets FinancingView Profile, atul jhavarDante AndradeDirector Of Acquisitions Multifamily Asset Manager Real Estate InvestorView Profile, dante andrade