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
HealthequityTreasury Compliance ManagerOct 16 - PresentTd AmeritradeSr. Specialist - Retail Education SupervisionNov 15- Oct 16InvestoolsSpecialist, Education SupervisionJul 11- Nov 15
Steve CroftChief Financial Officer CFOView Profile, steve croftErinna ObrienFinance ManagerView Profile, erinna o'brienChieng MiranoAssociate Director Finance SOX ComplianceView Profile, chieng mirano