Account Type**** ****Account Owner******** ***Account Opps/Deals****** ******Closed Won • Dec 24****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
Jeff BeelmanExecutive Advisory Board MemberView Profile, jeff beelmanAvery MonahanBusiness Development AssociateView Profile, avery monahanKyoungyoon Jang책임View Profile, kyoungyoon jang