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 ManagementChief Compliance Officer, Rockefeller FinancialNov 22 - PresentMorgan StanleyWealth Management - ComplianceJul 17- Oct 22Deutsche BankInstitutional - Business Line ComplianceAug 14- Jul 17
Roi MamanCFOView Profile, Roi MamanJosh KeattsChief Financial OfficerView Profile, Josh KeattsJames ParnellChief Financial OfficerView Profile, James Parnell