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 Wealth AdvisorOct 21 - PresentMerrill LynchFinancial AdvisorFeb 17- Oct 21
Lodene HaasbroekFinancial AccountantView Profile, Lodene HaasbroekRon BallschmiedeDirector M A Advisory At CitizensView Profile, Ron BallschmiedeCarlos RodgersFin CareView Profile, Carlos Rodgers