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 ManagementPrivate Wealth Advisor, The Epperson Team at Rockefeller Capital ManagementDec 18 - PresentUbsSenior Wealth Strategy AssociateSep 08 - PresentLehman BrothersAnalystJul 05- Sep 08
Sandra EliasAssociateView Profile, sandra eliasFlorian ChalonSenior Manager FP AView Profile, florian chalonGuy YedwabAssociateView Profile, guy yedwab