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
Rob JohnsonBusiness Development InternshipView Profile, Rob JohnsonSarah DaunBusiness Development RepresentativeView Profile, Sarah DaunPraveen CBusiness Development RepresentativeView Profile, Praveen C