Account Type***** *****Account Owner****** *******Account Opps/Deals*** ******Closed Won • Aug 24**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
Graham JohnsonExecutive MemberView Profile, graham johnsonPatrick Van Den HoekRepresentative DirectorView Profile, patrick van den hoekRachel MeadNon Executive DirectorView Profile, rachel mead