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 ManagementClient Relationship Director, Vice PresidentMar 23 - PresentFirst Republic Private Wealth ManagementClient Relationship Analyst, Director, CRPC®️Mar 16- Mar 23Merrill LynchRegistered Client Associate, CFMFeb 85- Mar 16
Kelyn WongCustomer Success Director AsiaView Profile, Kelyn WongReanna DempseyVP Customer SuccessView Profile, Reanna DempseyStacy RademacherVP Client Success OperationsView Profile, Stacy Rademacher