Account Type*** ********Account Owner***** *******Account Opps/Deals******** ***Closed Won • Nov 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
Cullen LeeHead Of Technology Equity Capital MarketsView Profile, cullen leeShane MagoonPartner Head Of Global Fixed Income TradingView Profile, shane magoonEran TibonChief Financial OfficerView Profile, eran tibon