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
HealthequityDirector, Investment TrustApr 12 - PresentOptum BankAccount ManagerMar 09- Apr 12Fidelity InvestmentsAssociate Client Service ManagerMay 00- Feb 09
Catherine VonachenAccountantView Profile, catherine vonachenScott SelfridgeFinance ManagerView Profile, scott selfridgeCourtney BeasleyHead Of FP AView Profile, courtney beasley