Name: William Curtis, cpfa, c(k)p®

 Company: Rockefeller & co., inc.

 Job title: director Gerente, Asesor de Patrimonio Privado, Gerente Senior de Portafolios

 Country of Residence: United States

 Precise location: Greater Atlanta Area

Website of the company : rockco.com / Size of the company : sign up to find out


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 People working at Rockefeller & co., inc.

Name
Job Title
Action
  Thomas Casey stamps
Asesor Privado de Riqueza, The Ryan Group en Rockefeller Capital Management
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  Ed Moriarty
Supervisor Financiero
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  Tamar Ioffe
CEO General
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  Chris Randazzo
Jefe de Gestión Patrimonial y Jefe de Tecnología y Operaciones
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  Laura Esposito
Supervisor Gerente, Jefe de Distribución Institucional
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  Joe Ferlisi
Supervisor Gerente - supervisor de Información
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  Brian Lessig
Supervisor Gerente, Asesoría Estratégica
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  Victor Lee, cfa
Gestor de Portafolio
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  Jamie Goodspeed
Socios de capital
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  David E. o'leary
SVP
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  Lena Geary
Oficina multifamiliar
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  Louise Sclafani
Asesor Superior de Inversiones
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  Stan Young
CEO Gerente y SCA
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  Guy Dietrich
Supervisor general
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  Chloe Duanshi, cfa
Jefe de Investigación Cuantitativa e Estrategias de Inversión, Rockefeller Global Family Office
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  Katharine Pritsos
ViceCEOe Senior
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  Christopher Quinn
Comerciante Global Equity
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  Elise Stucchi
Asociado del cliente
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  Chris Dupuy
CEO nacional de campo
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  Nathan Troutman
Asesor Senior
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  Jeffrey E. audain, jr
Asociado sénior y Contador de Clientes
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  Jeremy B. hecht
Analista, operaciones de oficina intermedia
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  Lisa Manganello
CEO general
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  Christina Royce
ViceCEOe de Recursos Humanos
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  Vidiya Ramgarib
SVP, Recursos Humanos
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  Keith Bernard
Vicemanagere Senior
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  Laurie Whetstone
Vicemanagere sénior de ventas institucionales
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  Andy Lam, cfa
Vicemanagere
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  William Yannotta
CFO de Gestión Patrimonial
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  James Rajeshvincent
Vicemanagere Senior de Tecnología
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  Lori Cammon
Asistente ejecutivo del directore/CEO General y Jefe de la Oficina Ejecutiva
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  D. Francis gilkes
Vicemanagere de Operaciones de Distribuidores de Corredores
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  William Godfrey
Analista de Cartera de Renta Fija
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  William Curtis, cpfa, c(k)p®
CEO Gerente, Asesor de Patrimonio Privado, Gerente Senior de Portafolios
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  Hao Dinh
Asociado Senior
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  Jason Rich, cfa
Supervisor General
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  Teresa Beltran
Asistente Ejecutivo - Gestión de Riqueza
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  Jennifer Szafnicki sins
Auxiliar Ejecutivo
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  Michael Gaab, ccp, grp
Vicedirectore Senior, Jefe de Compensación, Beneficios y Gestión de Activos de Capital Humano
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  Mike Armondo
CEO Gerente-Principal
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  Rebecca Kavanagh
ViceCEOe de Integración y Ejecución
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  Joseph Paul
Asociar
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  Armelle De vienne
Analista ambiental, social y de gobernanza (ESG)
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  James D. sandfort, cfa,cfp®
CEO Gerente, Asesor de Patrimonio Privado
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  Carissa Morganstein
Vicedirectore Senior
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  Chris Crosby, cfa
Analista de equidad
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