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
Cg Wealth Management CanadaSenior Portfolio ManagerMay 22 - PresentEchelon Wealth PartnersInvestment AdvisorNov 06- May 22
Jane WahligAssociate Private AssetsView Profile, Jane WahligRobert TerrellCFOView Profile, Robert TerrellKari CookSenior Accounting ManagerView Profile, Kari Cook