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 ManagementAssociate Vice President, Client Relationship ManagerMay 22 - PresentHomrich BergClient Operations SpecialistAug 21- Apr 22Wells Fargo AdvisorsClient Services ManagerMay 15- May 21
Preeti RainaGlobal Senior Vice President Client ServicesView Profile, Preeti RainaRazia RichterSenior Vice President Chief Customer OfficerView Profile, Razia RichterSusan WaffordVice President Implementation ServicesView Profile, Susan Wafford