Account Type*** *****Account Owner***** *****Account Opps/Deals******* ****Closed Won • Oct 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- Dec 15TdPortfolio Manager, PresidentJan 03- Dec 15
Erika KanekoFounder And PrincipalView Profile, erika kanekoTim JohnsonChief Operating OfficerView Profile, tim johnsonJessie McdanielPartner Director Of ProductionView Profile, jessie mcdaniel