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
Sean CullenFP A ManagerView Profile, sean cullenDayna CromartyAccount SpecialistView Profile, dayna cromartyCole DixonHead Of FinanceView Profile, cole dixon