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 Director, Private Wealth AdvisorApr 22 - PresentFieldpoint PrivateManaging Director/Senior AdvisorDec 17- Apr 22J P MorganExecutive DirectorAug 10- Dec 17
Steven RuggeriChief Financial OfficerView Profile, Steven RuggeriTerrence SmithAssistant Controller VP Of AccountingView Profile, Terrence SmithJohn EsterheldChief Financial OfficerView Profile, John Esterheld