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
Ig Wealth ManagementMember Board of Directors - IG Financial Services Inc / IG Securities IncJan 04 - PresentClearestateBoard of Directors (ClearEstate) - ObserverOct 24 - Present
Cindy WoodsDirector Of CashView Profile, Cindy WoodsPreet LalliDirector Of Financial Planning And AnalysisView Profile, Preet LalliMeghan PhrippAssociate Director Charitable Life Income And Security Gift AdministrationView Profile, Meghan Phripp