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
HealthequitySr Investment Trust AnalystNov 19 - PresentMorgan StanleyRisk Officer | Senior Registered Options PrincipalApr 12- Nov 19Fidelity InvestmentsFinancial Sales RepresentativeJun 10- Apr 12
Elias CorreaFinancial ControllerView Profile, Elias CorreaTravis StrekGeneral Ledger ManagerView Profile, Travis StrekXin ZhangAssistant ControllerView Profile, Xin Zhang