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 ManagementPrivate Wealth Advisor - Vice PresidentOct 21 - PresentMerrill LynchFinancial AdvisorMay 16- Oct 21
Ben ClementVice President Investment BankingView Profile, Ben ClementTomer YellinekChief Financial OfficerView Profile, Tomer YellinekConor BrennanManaging Director InvestmentsView Profile, Conor Brennan