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 AdvisorJan 21 - PresentMerrill LynchFinancial AdvisorOct 14- Jan 21
Edwin SureshAs Audit AssistantView Profile, Edwin SureshAndrew DavisAccounting ManagerView Profile, Andrew DavisRob CollinsTreasurerView Profile, Rob Collins