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
Rebecca AgostinoReach RoadrunnerView Profile, Rebecca AgostinoRon Coughlin JrBusiness Development RepresentativeView Profile, Ron Coughlin JrAlexandra CassidyBusiness Development RepresentativeView Profile, Alexandra Cassidy