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
Cg Wealth Management CanadaSenior Portfolio ManagerMay 22 - PresentEchelon Wealth PartnersInvestment AdvisorNov 06- May 22
Sameer PrabhavalkarExperienced Finance Accounting ConsultantsView Profile, Sameer PrabhavalkarRachel EvansBudget AnalystView Profile, Rachel EvansLinda PellegrinoDirector Of AccountingView Profile, Linda Pellegrino