Mark Caplan, Cg Wealth Management Canada | Find your best path for intro

Mark Caplan

Portfolio Manager And Senior Investment Advisor

Cg Wealth Management Canada

View your organizations’ collective activity with Mark to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

***** and *** are the closest.

View Marks’ CRM data to get more info on their experience with your organization

Account Type*** ***

Account Owner******* ****

Account Opps/Deals

****** ****

Closed Won • Feb 25

***K $

Closed

View Marks’ best path for intro to find the best way to reach out

**** ****

Past Champion

*** ****

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Mark

**** ****

Worked in execs roles at *** together from 2021-2024

******* *******

Worked in the same department at *** together from 2021-2024

View people similar to Mark based on experience