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
Conner NowickiBusiness Development AssociateView Profile, Conner NowickiLilach GorenPitango Growth Executive AssistantView Profile, Lilach GorenTom FullerBusiness Development RepresentativeView Profile, Tom Fuller