Kelly Moehlman-Bene

Bookkeeper at Rockefeller Capital Management - New York, NY, US

Kelly Moehlman-Bene's Colleagues at Rockefeller Capital Management
Jason Rich

Chief Operating Officer, Private Wealth Management

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Jackie Klaber

Head of Opportunistic Investing

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Jason Stern

Associate Equity Analyst

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Crystal Ellis

Personal Account Associate

Contact Crystal Ellis

Jason McMillen

Associate Vice President

Contact Jason McMillen

Steven Cruz

Income Tax Accountant - Associate Vice President

Contact Steven Cruz

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Kelly Moehlman-Bene's Contact Details
HQ
212-549-5100
Location
Poughkeepsie, New York, United States
Company
Rockefeller Capital Management
Kelly Moehlman-Bene's Company Details
Rockefeller Capital Management logo, Rockefeller Capital Management contact details

Rockefeller Capital Management

New York, NY, US • 1000 - 4999 Employees
Financial Services

Rockefeller Capital Management is a leading independent financial services firm led by President and Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultrahigh-net-worth individuals, families, institutions and corporations.The firm is responsible for approximately $95 billion in client assets, as of December 31, 2021. As of January 31, 2021, we have 847 total employees in 3 4 locations across 21 states.Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.Mission: To be nimble and steady, flexible yet uncompromising, personal yet always professional. To be singular in our mission, and singularly committed to our clients and their needs. To preserve and grow the legacies of the exceptional families and institutions we serve. This is why we are here. This is Rockefeller Capital Management.

Asset Management Investment Management Investment Avisory Wealth Planning Family Office Services Trust Company Services Portfolio Tracking Technology Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Rockefeller Capital Management
Frequently Asked Questions about Kelly Moehlman-Bene
Kelly Moehlman-Bene currently works for Rockefeller Capital Management.
Kelly Moehlman-Bene's role at Rockefeller Capital Management is Bookkeeper.
Kelly Moehlman-Bene's email address is ***@rockco.com. To view Kelly Moehlman-Bene's full email address, please signup to ConnectPlex.
Kelly Moehlman-Bene works in the Financial Services industry.
Kelly Moehlman-Bene's colleagues at Rockefeller Capital Management are Jason Rich, Jackie Klaber, Jason Stern, Crystal Ellis, Jason McMillen, Steven Cruz, Tanner Donovan and others.
Kelly Moehlman-Bene's phone number is 212-549-5100
See more information about Kelly Moehlman-Bene