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 ManagementAVP, Global Family OfficeNov 20 - PresentGoldman Sachs AycoFinancial Planner, Family OfficeMay 16- Nov 20
Larry FraceSenior Vice PresidentView Profile, Larry FraceLuisa RomesiGEO VICE PRESIDENTView Profile, Luisa RomesiRyan PlantManaging Director And Technology FellowView Profile, Ryan Plant