Account Type*** ********Account Owner***** ******Account Opps/Deals**** ****Closed Won • Dec 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
Will Cook HealyInvestment Banking AnalystView Profile, will cook-healyHelen MacdonaldFinance ManagerView Profile, helen macdonaldErik JensenCFO CreditView Profile, erik jensen