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
HealthequityProgram ManagerNov 21 - PresentCharles SchwabSenior ManagerMar 21- Nov 21Td AmeritradeClient Engagement StrategySep 11- Mar 21
Daniel MeridorCo Founder CEOView Profile, Daniel MeridorJason ForrestCEOView Profile, Jason ForrestMary LanderManagerView Profile, Mary Lander