Account Type******** ***Account Owner***** ****Account Opps/Deals***** *****Closed Won • Feb 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
HealthequitySales Strategy ManagerNov 21 - PresentCharles SchwabSenior ManagerMar 21- Nov 21Td AmeritradeClient Engagement StrategySep 11- Mar 21
Dana Hamama RabinDeputy CEOView Profile, Dana Hamama RabinTamra MoroskiDirector Of PartnershipsView Profile, Tamra MoroskiJames WeatherheadPresident CTOView Profile, James Weatherhead