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 AdvisorNov 21 - PresentBb T Scott StringfellowSenior Managing DirectorJun 09- Nov 21Wells FargoManaging DirectorMar 88- Jun 09
Michelle YekSVP Of Finance And OperationsView Profile, michelle yekMatan KellyChief Financial OfficerView Profile, matan kellyJason B DeanChief Financial OfficerView Profile, jason b. dean