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
Max DeardenBusiness Development RepresentativeView Profile, Max DeardenJosh SteinSenior Business Development RepresentativeView Profile, Josh SteinSuhas KiniAssociate PartnerView Profile, Suhas Kini