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
Cg Wealth Management CanadaBusiness Development AssociateAug 24 - PresentPlanswellManager, Partner SuccessMar 22- Feb 25Hamilton IslandChef De PartieJul 18- Dec 18
Albertoh IsaacBusiness Development RepresentativeView Profile, Albertoh IsaacAjay WilliamsSenior Business Development RepresentativeView Profile, Ajay WilliamsSpencer BilesBusiness Development Rep FederalView Profile, Spencer Biles