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
Fidelity InvestmentsDirector, HSA Strategy and Business OperationsMay 06 - PresentColumbia Threadneedle Investments UsTax ManagerSep 00- Apr 04PwcSenior Tax AssociateJul 97- Jul 99
Gesa Sophie SchneiderManager Corporate DevelopmentView Profile, gesa sophie schneiderSandra SherlockLloyds CRM Strategy ManagerView Profile, sandra sherlockAmit PazCorporate Development ManagerView Profile, amit paz