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
Jean Marc StahnEnterprise Business Development RepresentativeView Profile, Jean Marc StahnAlyssa SzuchBusiness Development Representative IIView Profile, Alyssa SzuchXu Min销售经理View Profile, Xu Min