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
Fidelity InvestmentsDirector, HSA Strategy and Business OperationsMay 06 - PresentColumbia Threadneedle Investments UsTax ManagerSep 00- Apr 04PwcSenior Tax AssociateJul 97- Jul 99
Matt BatesDirector Of Technology AlliancesView Profile, matt batesLeonidas MarchandManager Strategy Consulting APACView Profile, leonidas marchandKate DaviesPublic Policy DirectorView Profile, kate davies