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
Larry Heaton IiiSenior Business Development RepresentativeView Profile, Larry Heaton IiiSarah NeubarBusiness Development RepresentativeView Profile, Sarah NeubarMike DonahueBusiness Development RepresentativeView Profile, Mike Donahue