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 DirectorApr 23 - PresentFirst Republic Private Wealth ManagementSenior Managing Director, First Republic Private Wealth ManagementJan 17- Apr 23Merrill LynchWealth Management Advisor, Managing Director - Wealth ManagementMay 96- Jan 17
Jim MosesSenior Vice President DFW Hub OperationsView Profile, Jim MosesMegan McdowellVice President Operations And General Manager TCView Profile, Megan McdowellLaura WinterSenior Director Release Management Data Processing Operations Information Management AnalyticsView Profile, Laura Winter