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
Jonah VogtBusiness Development RepresentativeView Profile, Jonah VogtJoanna SiAssociate PartnerView Profile, Joanna SiThomas AitkenBusiness Development RepresentativeView Profile, Thomas Aitken