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 ManagementManaging Director Private Wealth Advisor, The Ryan Epperson Group at Rockefeller Capital ManagementDec 18 - PresentUbsManaging Director - Wealth Management, Private Wealth AdvisorSep 08- Dec 18Lehman BrothersSenior Vice President; Private Wealth ManagementAug 98- Sep 08
Mark A SmithVP Corporate FinanceView Profile, mark a. smithThomas Mickens JrAssociate Vice PresidentView Profile, thomas mickens jr.Jesse SmithVice President Of Consumer LendingView Profile, jesse smith