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
Michael BedfordBusiness Development RepView Profile, Michael BedfordMelanie WrightSr Business Development Representative Customer GrowthView Profile, Melanie WrightTiffany WorthyBusiness Development RepresentativeView Profile, Tiffany Worthy