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
Lucas FerrariBusiness Development RepresentativeView Profile, Lucas FerrariAshli ClarkBusiness Development RepresentativeView Profile, Ashli ClarkLuis Antonio Prieto MarcosDeputy CISOView Profile, Luis Antonio Prieto Marcos