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
Michelle KumarNew Business AssociateView Profile, Michelle KumarStefania SpinosoBusiness Development RepresentativeView Profile, Stefania SpinosoKyle OconnorBusiness Development RepresentativeView Profile, Kyle Oconnor