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 ManagementManaging DirectorJun 24 - PresentUbsPrivate Wealth AdvisorJan 09 - PresentMorgan StanleyPrivate Wealth AdvisorJul 02- Jan 09
Maureen MaurerManaging DirectorView Profile, Maureen MaurerMegan MateyVice President Enterprise Program ManagementView Profile, Megan MateyArtem KrylovManaging DirectorView Profile, Artem Krylov