Account Type**** ******Account Owner*** *****Account Opps/Deals*** ********Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Nest Wealth Objectway GroupFounder, CEO, Portfolio ManagerJan 14 - PresentCfa Society TorontoMember Board of DirectorsJan 12- Jan 15TdPortfolio Manager, PresidentJan 03- Jan 15
Ryan CoreyManaging PartnerView Profile, ryan coreyChad NewboldChief Executive OfficerView Profile, chad newboldWill SullivanManaging PartnerView Profile, will sullivan