Account Type**** *******Account Owner******* ******Account Opps/Deals***** *****Closed Won • Oct 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
GeorgianInvestorMay 18 - PresentOysterBoard ObserverApr 22 - PresentBeam BenefitsBoard ObserverMay 19 - Present
Matthew Anderson B Sc HonsInsurance Internal Audit OfficerView Profile, matthew anderson b.sc (hons)Riya KanojiaFinancial Planning AnalystView Profile, riya kanojiaShawn DacruzWealth AdvisorView Profile, shawn dacruz