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
Boaz WilenskyMember Of The JourneyView Profile, Boaz WilenskySara De CuyperAssociate PartnerView Profile, Sara De CuyperJorg BeukerKDLView Profile, Jorg Beuker