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 ManagementVice President, Rockefeller Global Family Office, National AdministrationMar 20 - PresentFocus Financial PartnersExecutive AssistantJul 14- Feb 20Merrill LynchExecutive AssistantMar 10- Jun 14
Dave OrenPresidentView Profile, dave orenKen KellyVice PresidentView Profile, ken kellyYair GreenChief Technology OfficerView Profile, yair green