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
Torben HaaghManaging DirectorView Profile, Torben HaaghJoel GendelmanCEO And FounderView Profile, Joel GendelmanThomas MckiernanFounder CEOView Profile, Thomas Mckiernan