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 ManagementManaging Director, Private Wealth AdvisorNov 21 - PresentBb T Scott StringfellowSenior Managing DirectorJun 09- Nov 21Wells FargoManaging DirectorMar 88- Jun 09
Juan LiuVice President Business Analytics Collections And Loss ForecastingView Profile, Juan LiuTira JonesChief Financial OfficerView Profile, Tira JonesAlexander KlepadloSenior Vice President FinanceView Profile, Alexander Klepadlo