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 Advisor, Vice President - Liberty Wealth PartnersApr 23 - PresentFirst Republic Private Wealth ManagementAssociate Wealth Manager - Liberty Wealth PartnersJul 19- Apr 23Natixis Investment ManagersRegional Director - Mid Atlantic RegionJun 17- Jun 19
Aaron FunkVice President FinanceView Profile, Aaron FunkDaniel HouzetChief Financial OfficerView Profile, Daniel HouzetRobert LevineChief Financial OfficerView Profile, Robert Levine