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 ManagementVice President, Client Advisor, Global Family OfficeAug 18 - PresentCambridge AssociatesInvestment AssociateJun 15- Aug 18
Kim PearchVice President Customer SuccessView Profile, Kim PearchBryan RitterEVP Client ServicesView Profile, Bryan RitterRoss McguireVice President Global Customer SuccessView Profile, Ross Mcguire