Account Type**** ***Account Owner******* ***Account Opps/Deals*** *******Closed Won • Jan 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
HealthequityFinancial Operations AnalystAug 17 - PresentJpmorganchaseFinancial AnalystSep 16- Jan 17ScottradeInternAug 13- Jul 14
Jay ShiInvestment Advisory RepresentativeView Profile, Jay ShiLynsie SamaniBusiness AnalystView Profile, Lynsie SamaniBrendan OconnellInvestment AnalystView Profile, Brendan Oconnell