Account Type***** ****Account Owner****** ****Account Opps/Deals******** *******Closed Won • Oct 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
Erin BardwellDirector Of AccountingView Profile, erin bardwellToby BowlerAccounts ManagerView Profile, toby bowlerFrancois LizotteCommercial Reporting Manager PricingView Profile, françois lizotte