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 ManagementAug 21 - PresentUbsPrivate Wealth ManagementMar 19- Aug 21Fifth Third Private BankPortfolio ManagementNov 17- Feb 19
Daniel KleinmanFoundation And Government Grant Assistant ManagerView Profile, Daniel KleinmanKevin SadikinInvestment Banking AssociateView Profile, Kevin SadikinJohn KerriganSenior Manager National Tax Office Mergers AcquisitionsView Profile, John Kerrigan