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 ManagementSenior Vice President, Team Chief Investment OfficerMay 20 - PresentStifel Financial CorpVice President, Portfolio Analyst - StifelApr 16- May 20Deutsche BankAssociateJul 08- Jul 14
Shana YerushalmiChief Financial OfficerView Profile, Shana YerushalmiSang HanChief Operating Financial OfficerView Profile, Sang HanKirk DickinsonChief Financial OfficerView Profile, Kirk Dickinson