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
Ollie WilsonCo FounderView Profile, ollie wilsonChuck McdermottGeneral PartnerView Profile, chuck mcdermottRonen R PessarChief Executive OfficerView Profile, ronen r. pessar