Account Type******* ********Account Owner**** ***Account Opps/Deals**** ****Closed Won • Feb 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
Jason LipiecLong Island Market PresidentView Profile, Jason LipiecSuman GurungFounder Independent ConsultantView Profile, Suman GurungAbrahim AboukhalilPresidentView Profile, Abrahim Aboukhalil