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 AdvisorSep 20 - PresentMerrill LynchWealth Management Advisor, Managing DirectorJun 96- Sep 20
Shadib Bin NewazAssociate Vice President Financial Planning Analysis FP AView Profile, Shadib Bin NewazTamir MosheVP Finance At Paz Movil A Subsidiary Of PazView Profile, Tamir MosheSam PersicoChief Financial OfficerView Profile, Sam Persico