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
Fidelity InvestmentsDirector, HSA Strategy and Business OperationsMay 06 - PresentColumbia Threadneedle Investments UsTax ManagerSep 00- Apr 04PwcSenior Tax AssociateJul 97- Jul 99
Valeriya AzorinaStrategic Research LeadView Profile, Valeriya AzorinaTaylor CoeSenior DirectorView Profile, Taylor CoeMatt Van Der BoschChief Growth OfficerView Profile, Matt Van Der Bosch