Account Type*** *******Account Owner******* ****Account Opps/Deals***** *******Closed Won • Jul 24**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 - PresentVezgoInvestor at Vezgo (Wealthica Business Solutions)Jul 21 - Present
Sheena CoeRetiredView Profile, sheena coeSteve BernardezPartnerView Profile, steve bernardezBridget WinstonChief Customer Officer CCOView Profile, bridget winston