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
Conquest Planning IncSales Operations CoordinatorMay 24 - PresentCg Wealth Management CanadaAssociate, Financial PlanningJan 22- May 24Blueshore FinancialAdvisory AssociateMar 19- Dec 21
Jessica CapstaffLead Verification SpecialistView Profile, jessica capstaffJulie DitzendBusiness Operations AnalystView Profile, julie ditzendChris McsweeneySales Operations ManagerView Profile, chris mcsweeney