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
HealthequityTreasury Compliance ManagerOct 16 - PresentTd AmeritradeSr. Specialist - Retail Education SupervisionNov 15- Oct 16InvestoolsSpecialist, Education SupervisionJul 11- Nov 15
Kate DonaldsonFinance ManagerView Profile, kate donaldsonValerie ContiAccounting AnalystView Profile, valerie contiLotfi HammaciEquity Fundraising StrategistView Profile, lotfi hammaci