Account Type***** ********Account Owner******** *****Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Cg Wealth Management CanadaSenior Portfolio ManagerMay 22 - PresentEchelon Wealth PartnersInvestment AdvisorNov 06- May 22
Barnabas BognarAssociateView Profile, barnabas bognarMohammad SuhelAccounts Payable AnalystView Profile, mohammad suhelKelsey TierneyCredit Partnerships LendingView Profile, kelsey tierney