Account Type****** *****Account Owner******** *****Account Opps/Deals**** *******Closed Won • Dec 24**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 Advisor, Vice PresidentApr 22 - PresentFieldpoint PrivateAssociate AdvisorDec 17- Apr 22J P MorganClient AssociateJun 14- Dec 17
Justin SmithChief Financial OfficerView Profile, justin smithSaghir Ahmed KhanChief Financial Officer Media DivisionView Profile, saghir ahmed khanJenny SohnChief Financial OfficerView Profile, jenny sohn