Account Type***** *******Account Owner***** *****Account Opps/Deals******** *****Closed Won • Mar 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
SolinkAccount ExecutiveApr 25 - PresentWealthsimpleAccount ExecutiveJan 21- Apr 25ManulifeClient Account RepresentativeOct 19- Jan 21