Account Type***** ****Account Owner******** ***Account Opps/Deals******* ****Closed Won • Dec 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
Nathan TaylorHead Of FP AView Profile, nathan taylorPeter KristakPricing Expert And CFOView Profile, peter kristakBernd RolandHead Of Finance Commercial Management Austria South East EuropeView Profile, bernd roland