Account Type*** ******Account Owner***** *******Account Opps/Deals******** ********Closed Won • Jan 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
WealthsimpleBrokerage Linking @ WealthsimpleMar 24 - PresentWealthicaAdvisor at Wealthica (ex-Cofounder & CEO)May 15 - PresentStockchase IncAdvisor at StockchaseOct 17 - Present
Jassy JacksonVP Customer Experience People OperationsView Profile, Jassy JacksonAndrew KlinkSr Director Real World Evidence InsightsView Profile, Andrew KlinkGraham MooreChief Technology OfficerView Profile, Graham Moore