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
Nest Wealth Asset ManagementFounder, CEO, Portfolio ManagerJan 14 - PresentCfa Society TorontoMember Board of DirectorsJan 12- Jan 15TdPortfolio Manager, PresidentJan 03- Jan 15
Zohar IlinetskyCOOView Profile, Zohar IlinetskyMarco SilvaManaging PartnerView Profile, Marco SilvaSebastian SchullerMD Co FounderView Profile, Sebastian Schuller