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
Allison ConnellBusiness Development Representative IIView Profile, Allison ConnellNikol NaumovBusiness Development RepresentativeView Profile, Nikol NaumovKahuliau KaaiBusiness Development RepresentativeView Profile, Kahuliau Kaai