Account Type**** *******Account Owner*** ******Account Opps/Deals*** *****Closed Won • Jan 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
Thomas AitkenBusiness Development RepresentativeView Profile, Thomas AitkenRollin BellBusiness Development RepresentativeView Profile, Rollin BellJulian BeeksEnterprise Business Development RepresentativeView Profile, Julian Beeks